Searches And Hires

Credit/Private Debt
New England Plan To Issue Private Credit RFP

The plan will issue the RFP after making its first investment in the asset class.

11.07.22
Consultant/OCIO/Discretionary
Midwest Plan Slates Consultant RFP, A/A Study

The plan will issue a general investment consultant RFP due to an upcoming contract expiration and conduct an asset allocation study to consider eliminating its risk parity asset allocation.

11.04.22
Credit/Private Debt
Southern Plan Sets 2023 Manager Searches

The plan will begin with a mid-cap growth equity manager search in January.

11.04.22
Fixed-Income
Northeast Trust Fund Seeking Multi-Sector Fixed-Income Mgr.

The strategy will be new for the trust fund, which is looking to fill a $3.4 million mandate.

11.04.22
Small- to Mid-Cap
Southern Plan Begins Smid-Cap Equity Manager Search

Contracts of the plan’s incumbent managers are expiring.

11.03.22
Consultant/OCIO/Discretionary
Southern 457 Plan Seeking Investment Consultant

The current consultant’s contract has expired.

11.03.22
Consultant/OCIO/Discretionary
Southern Healthcare System Narrows Consultant Search

The system will hear presentations from four finalists next week in its search for a consultant to oversee its defined pension, defined contribution and operating funds.

11.03.22
Multi-Asset/Investment Advisor
Midwest University Seeks Advisor To Handle Bond Proceeds

The university is seeking a firm to handle joint investment of bond proceeds services on behalf of itself, and two other universities in the state.

11.03.22
Administrator - Bundled
Southwest University System Seeks Record Keeping, Investment Services For Retirement Plans

The university system has issued an RFP seeking firms to provide lead record keeper, investment, administrative and participant services for its multi-billion retirement plans.

11.03.22
Cash/Currency
West Coast Trust Fund Posts Investment RFPs

The trust is seeking an investment manager and a money market provider.

11.02.22