Searches And Hires
The district is seeking a provider for record keeping and administration, investment advisory and trustee services.
The search for core and core-plus managers is being recommended as part of a 2024 pacing plan.
The commitments made last quarter totaled nearly $20 million.
The search is required by state statute and the incumbent mid-cap core manager is Davenport Asset Management.
The plan launched a search last year to replace its underperforming incumbent.
The city last conducted a similar search in 2019.
The plan’s internal investment team is also expected to join the firm this year.
The community foundation has hired a discretionary advisor to manage its portfolio following an RFP process.
The university will consider adding global equity strategies with two firms within its portfolio to eliminate fossil fuel exposures within the portfolio’s equity allocations.
The plan is searching for a consultant to identify and advise on best practices and trends in the prepaid college plan and ABLE landscape in order to help in setting the direction for its programs.
