Searches And Hires

Fixed-Income
Southern Plan Begins Core Fixed-Income Search

The search is due to the contract expirations of its two incumbents that currently manage over $900 million.

01.07.22
Consultant/OCIO/Discretionary
Southern University Foundation Searches For Consultant

A university foundation in the South is searching for an investment consultant for its investment portfolio for due diligence purposes.

01.07.22
International / Global / Emerging Markets
Midwest Plan Launches Emerging Markets Equity Search

The plan is seeking a complementary manager to the incumbent small-cap strategy within its emerging markets equity portfolio.

01.06.22
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Seeks Discretionary Investment Manager

A foundation in the Mid-Atlantic region is looking for a firm to develop and implement an investment policy for a new trust fund focused on waterways in a Western state.

01.05.22
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor

A university in the South has issued an RFP seeking an investment advisor for a new investment program.

01.05.22
Multi-Asset/Investment Advisor
Rocky Mountain City Seeks Investment Advisor

A Rocky Mountain city is searching for a firm to oversee its $60 million portfolio.

01.05.22
Bank Loan
Mid-Atlantic Plan Eyes Bank Loan Mgr. Termination

The plan will receive a recommendation from its general investment consultant that will determine the fate of its bank loan manager.

01.04.22
Consultant/OCIO/Discretionary
Ohio City Seeks Investment Consultant

An Ohio city is searching for a firm to help the treasurer manage its $794 million investment portfolio.

12.23.21
MRI/Social Investments
Social Impact Investment Vehicle Searching For Fund Mgrs.

A social impact investment fund designed to support minority depository institutions and community development financial institutions has issued an RFP seeking firms to help manage the vehicle with a focus on minority- and women-owned fund management firms.

12.22.21
Small-Cap
Northeast Plan Seeking Maiden Small-Cap Growth Mgr.

The plan is searching for its first domestic small-cap growth equity manager to handle between $8 million and $10 million.

12.21.21