Searches And Hires

Multi-Asset/Investment Advisor
Texas School District Posts Investment Advisor RFQ

The district conducted a similar search for the services in 2017.

01.17.23
Administrator/Record Keeper
Northwest Retirement Plans Seeking TPA

The plans’ incumbent was most recently rehired in 2018.

01.17.23
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant RFP

Plan is seeking general investment consulting services due to the impending contract expiration of its incumbent.

01.13.23
Multi-Asset/Investment Advisor
Western Fire District Seeking Investment Mgr.

District is in search of a firm to externally manage a $30 million to $50 million portfolio.

01.10.23
Multi-Asset/Investment Advisor
Southern Fund Seeks Firms To Actively Manage Portfolio

A fund in the South has issued an RFP seeking firms to actively manage investment funds, which are expected to include an estimated $100 million to $300 million, on a day-to-day basis and provide investment advice.

01.10.23
Alternatives
West Coast Plan Approves RE, PE Pacing Plans

The pacing plans will target a combined $625 million to the two asset classes.

01.06.23
Mid-Cap
Southern Teacher Plan Begins Mid-Cap Growth Search

The plan has launched its search seeking domestic mid-cap growth equity managers ahead of its incumbent’s contract expiration.

01.06.23
Multi-Asset/Investment Advisor
Texas School District Posts Investment Mgr. RFQ

District hopes to make a selection in the search next month.

01.05.23
Daily Feed
New England Plan Initiates Investment Mgr. Search

The search is due to the upcoming contract expiration of the plan’s incumbent.

01.04.23
Consultant/OCIO/Discretionary
Michigan Plan Launches Consultant Search

Plan has worked with its incumbent consultant since 2013.

01.04.23