Searches And Hires

Consultant/OCIO/Discretionary
Western 529 Plan Issues Investment Consultant RFP

The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.

02.23.23
Asset Study/Review
Texas Plan Increases Core Bond Target

The plan increased its core bond target as part of asset allocation changes approved at last week’s meetings.

02.22.23
Large-Cap
Northeast Plan Selects Large-Cap Finalists

The plan will interview three firms in its search for large-cap growth and value managers in April.

02.22.23
Multi-Asset/Investment Advisor
Southern University Selects Treasury Mgmt. Services Provider

The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.

02.22.23
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.

02.22.23
Private Equity
New England University Adds Private Equity Commitment

The institution approved committing $10 million to a lower middle market buyout strategy managed by a new firm in late 2022.

02.22.23
Consultant/OCIO/Discretionary
Southwest Community College Issues RFP For Advisor To Provide Discretionary Services

The college has issued an RFP seeking investment advisors to provide discretionary portfolio management services for its operating and capital funds.

02.22.23
Private Equity
Virginia Plan Makes Private Markets Commitments; Approves Pacing Plan

The plan made private markets commitments totaling $44.6 million and approved a 2023 pacing plan last month.

02.21.23
Stable Value
Midwest DC Plan Concludes Stable Value, Record Keeping Searches

The plan rehired its incumbent for the services at a board meeting last week.

02.21.23
Passive Fixed-Income
Northeast Plan Slates Passive TIPS Manager Search

The search will be launched in the coming weeks as one of the plan’s 2023 initiatives.

02.21.23