Searches And Hires

Stable Value

Rocky Mountain 457 Plan Issues Stable Value Mgr. RFP

The plan is conducting the search as it nears the end of a five-year contract term with its incumbent.

04.20.22

Fixed-Income

Midwest State Plan Slates Bond Manager RFP

Plan will seek one core firm and one core-plus bond manager to split a proposed long-term target of 24% to the overall asset class.

04.20.22

Administrator - Bundled

Southeast School Board Seeks Bundled Provider

Board is searching for a firm to provide investments, education and administrative services for its retirement savings programs.

04.20.22

Administrator - Bundled

Northwest Health Organization Issues Investment Custodian RFP

Custodian will hold assets, verify data and provide ongoing trainings as the organization looks to transition three separately held investment accounts into the custody of a selected firm.

04.20.22

Consultant/OCIO/Discretionary

Mid-Atlantic College Issues Consultant RFP

A college in the mid-Atlantic region has issued an RFP seeking an investment consultant to provide investment advisory and management services in a nondiscretionary capacity for a short duration portfolio.

04.20.22

Multi-Asset/Investment Advisor

Mid-Atlantic Transit Plan Names Advisor

Plan hired a firm to provide non-discretionary management of its $70 million portfolio.

04.19.22

Credit/Private Debt

New England Plan Seeking Private Debt Mgrs.

Plan is searching for direct lending strategies to handle $20 million.

04.18.22

Uncategorized

Utah City Issues Advisor RFP

City is searching for a firm to oversee its $1.8 billion portfolio.