Searches And Hires

Mid-Atlantic County Begins Consultant Search

A Mid-Atlantic county is searching for a firm to update the investment policy for its deferred compensation plan.

11.29.21

Northeast Plan Approves Asset Allocation

Plan approved a new asset allocation as continues work toward separating its assets from the state’s division of investment.

11.24.21

Emerging/Diverse Managers

New York Fund Issues Emerging MoM RFP

The fund is looking for emerging managers-of-managers to handle domestic small-cap and large-cap equity portfolios.

11.24.21

Multi-Asset/Investment Advisor

Southwest Tribe Seeks Investment Mgmt., Trustee Services

A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.

11.23.21

Fixed-Income

Northeast Authority Seeks Trustee Services

A Northeastern educational authority has issued an RFP seeking trustee services, including investment of money, related to the sale of revenue refunding bonds for a state college.

11.23.21

International / Global / Emerging Markets

Midwest Plan Approves Int’l Small-Cap Search

The plan will conduct the search to replace an underperforming incumbent.

11.23.21

Consultant/OCIO/Discretionary

New England Town Seeking Maiden Investment Consultant

The town is searching for its first ever investment consultant on behalf of two defined contribution plans.

11.19.21

Multi-Asset/Investment Advisor

New England Town Posts Investment Advisor RFP

A New England town is searching for a firm to help oversee its operating and capital funds.