Searches And Hires

Multi-Asset/Investment Advisor
Texas School District Seeks Advisor

A Texas school district is searching for a firm to oversee portions of its general operating, debt service and bond proceeds funds.

03.02.22
Bank Loan
Mid-Atlantic Plan Seeking Bank Loan Mgr.

The plan approved the search today due to underperformance from it its incumbent bank loan manager.

03.01.22
Passive Equity
New England Plan Launches Equity Index Search

The plan is searching for a passive large-cap index manager to handle $54 million.

03.01.22
Multi-Asset/Investment Advisor
Southern City Opens Advisor Search

A Southern city is searching for a firm to provide non-discretionary management of its investment portfolio.

03.01.22
Multi-Asset/Investment Advisor
Southeast Highway Plan Issues Advisor RFP

A Southeast highway plan is searching for a firm to oversee its short-, medium- and long-term investment portfolios.

02.28.22
Administrator - Bundled
Midwest Transit Plans To Launch TPA Search; Hire Emerging Markets Mgr.

The plans expect to issue a third-party administrator RFP in the second quarter and recently decided to replace emerging markets core equity manager Lazard Asset Management.

02.28.22
Fixed-Income
New England Plan Slates Domestic Fixed-Income Search

The plan will issue an RFP for up to three fixed-income managers later this year.

02.28.22
Multi-Asset/Investment Advisor
Midwest County Seeks Investment Advisor

A Midwestern county is searching for a firm to devise an investment strategy for its long-term securities.

02.28.22
Alternatives
Northeast Authority Issues Cannabis Fund RFI

The authority is seeking firms to form a privately held debt fund.

02.25.22
Large-Cap
Mass. Plan To Conduct Large-Cap Value, Growth Searches

The plan will issue RFPs this year to comply with standard state procurement laws.

02.24.22