Searches And Hires

Consultant/OCIO/Discretionary
Midwest County Seeks Consultant

County is searching for a consultant for its 457(b) and 403(b) deferred compensation plans.

03.17.22
Consultant/OCIO/Discretionary
Foundation Seeking DEI-Focused Consultants, OCIOs & Hybrid-Discretionary Managers

The foundation has issued an open-invitation RFI after finding a “disappointing lack of diversity” in its initial research into firms.

03.17.22
Multi-Asset/Investment Advisor
Southwest College Issues Investment Advisor RFP

A college in the Southwest has issued an RFP seeking an investment advisor to provide discretionary portfolio management services for its operating and capital funds for standard due diligence purposes.

03.17.22
Multi-Asset/Investment Advisor
Michigan Plan Seeking Target-Date Solution Providers, Eyes Guaranteed Retirement Income Solutions

The plan currently has $1.4 billion invested in custom target-date strategies.

03.16.22
Passive Equity
Midwest DC Plan To Issue Passive Mgr. RFI

The plan will look to evaluate the marketplace for lower management fees, with an emphasis on Collective Investment Trust vehicles.

03.16.22
Administrator/Record Keeper
Texas City Seeking DC Plan Administrator                 

City is seeking administrative services on behalf of its 457(b) and 401(a) retirement plans.

03.16.22
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

City is searching for a firm to provide discretionary management for its $55 million portfolio.

03.16.22
Consultant/OCIO/Discretionary
Michigan Plan Slates Consultant Search

Plan agreed to move ahead with an RFP for general investment consultant services as well as split a $50 million core real estate allocation between two firms at its Feb. 17 board meeting.

03.15.22
Multi-Asset/Investment Advisor
Southeast City Issues Mgr. RFQ

A Southeast city is searching for a firm to oversee up to $5 million in investments.

03.15.22
Credit/Private Debt
UPDATE: Windy City Plan IC Approves Private Credit RFP

Plan will target direct lending, structured credit, distressed and special situations, specialty finance and multi-asset strategies in a private credit search scheduled to launch this week.

03.14.22