Searches And Hires

Multi-Asset/Investment Advisor
Western Foundation Seeks Investment Advisor

A foundation based in the West has issued an RFP seeking an investment advisor to review its investment strategy and investment policy.

02.24.22
Consultant/OCIO/Discretionary
Southwest 457 Plan Seeking Consultant

County is seeking a consultant to assist in conducting an RFP for 457 plan provider services in addition to other services.

02.23.22
Large-Cap
Mid-Atlantic Plan To Conduct Large-Cap Growth Search

The plan will consider replacing Allspring Global Investments, which has been on watch due to underperformance.

02.23.22
Large-Cap
Florida Firefighters Plan Begins Large-Cap Value Search

The plan is looking for options to potentially replacing an existing underperforming manager.

02.22.22
Real Estate
Investment Consultant Issues Multifamily Real Estate RFI

The search aims to identify the existing opportunities in the market and there are no minimum requirements to submit information.

02.22.22
Multi-Asset/Investment Advisor
Mid-Atlantic Fire Plan Seeking Mgr.

A Mid-Atlantic fire plan is searching for a firm to oversee its $15 million portfolio.

02.22.22
Multi-Asset/Investment Advisor
Southern Foundation Seeks Investment Advisor For Retirement Plan

A foundation in the South has issued an RFP seeking retirement plan consulting and investment advisory services for its 403(b) plan.

02.22.22
Multi-Asset/Investment Advisor
New England College Seeks Investment Advisor

A college based in New England is searching for an investment advisor to help develop and revise its investment policy, lead asset allocation and handle fund management.

02.22.22
MRI/Social Investments
West Coast Investment Board Issues ESG-Focused RFP

The investment board is searching for a balanced ESG-focused investment option as current investment option may cease to exist by end of 2022.

02.18.22
Consultant/OCIO/Discretionary
Southern State Plan Begins Investment Consultant Search

The search is due to the contract expiration of its incumbent consultant on June 30.

02.18.22