Searches And Hires

Multi-Asset/Investment Advisor
Southern College Seeks Investment Advisor

A college in the South has issued an RFQ seeking an investment advisor to manage and oversee its operating portfolio.

03.10.22
Searches And Hires
West Coast Plan Seeks Mgr. For Retirement Plans

Search is for a firm to provide investment management and record keeping services for retirement plans due to the upcoming contract expiration of its current providers.

03.10.22
Infrastructure
Northeast Plan Begins Infrastructure Search

The plan is seeking North America-focused funds.

03.09.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Seeking Private Markets Consultant

The plan is searching for its first ever non-discretionary private markets consultant.

03.07.22
Multi-Asset/Investment Advisor
Southern Plan Issues Manager RFP

A Southern plan is searching for an investment advisor or asset manager to oversee its self-insurance fund investments.

03.07.22
Credit/Private Debt
Sooner State Plan To Begin Private Credit Search

The plan and its general investment consultant will present private credit search criteria for approval next month.

03.04.22
Multi-Asset/Investment Advisor
Southwest School District Seeking Investment Manager

A Southwest school district is searching for a firm to oversee its $1.8 million portfolio.

03.03.22
Searches And Hires
Southern University Seeks Investment Consultant

A university in the South is searching for an investment consultant for its working capital portfolio.

03.03.22
Multi-Asset/Investment Advisor
Pacific Northwest Association Issues RFP

A nonprofit association in the Pacific Northwest is seeking an investment advisor for its investment portfolio and an insurance trust.

03.03.22