Searches And Hires

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
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