Searches And Hires

Consultant/OCIO/Discretionary
Southern University Eyes Retirement Consultant

The university is seeking a consultant to provide fiduciary governance for its optional retirement plans.

07.14.22
Consultant/OCIO/Discretionary
Southern Healthcare System Issues Investment Consultant RFP

The system is searching for an investment consultant for its defined pension fund, defined contribution plan and operating funds.

07.14.22
Consultant/OCIO/Discretionary
Western 529 Plan Seeks Investment Consultant

The plan has issued an RFP seeking an investment consultant to oversee and advise on its assets due to the Aug. 31 contract expiration of its incumbent provider, which is allowed to rebid.

07.14.22
Consultant/OCIO/Discretionary
Northwest Plan Seeking Specialty Investment Consultant

The consultant will be responsible for a $3.7 billion opportunity portfolio.

07.13.22
Multi-Asset/Investment Advisor
West Coast City Opens Advisor Search

The city is searching for a firm to handle day-to-day administration of its $100 million portfolio.

07.11.22
Consultant/OCIO/Discretionary
U.N. Plan Seeks Risk Advisor

The plan is searching for a firm to help its risk team adopt risk management methodologies.

07.08.22
Real Estate
Mass. Plan Begins Real Estate Search

The plan is seeking real estate managers across value-add, opportunistic and debt strategies.

07.07.22
Consultant/OCIO/Discretionary
Southern Teachers Plan Relaunches Specialty Consultant Search

The plan last relaunched the search in October after not receiving any responses to the initial search.

07.07.22
Multi-Asset/Investment Advisor
Southern Trust Fund Seeks Investment Advisor

Selected firm will serve as a discretionary investment manager as well as help update the investment policy and monitor fund holdings.

07.07.22
Consultant/OCIO/Discretionary
Rocky Mountain 457 Plan Issues Consultant RFP

The search follows the plan’s approval of a one-year agreement with incumbent Innovest Portfolio Solutions.

07.06.22