Searches And Hires

Multi-Asset/Investment Advisor
Southwest Tribal Organization Seeks Advisor For Retirement Plan

A Southwestern tribal organization is searching for an investment advisor to help launch a defined contribution employee retirement plan.

10.14.21
Consultant/OCIO/Discretionary
Western College Foundation Seeks Discretionary Advisor

A college foundation in the West is searching for a firm to provide discretionary investment consulting services for its investment portfolio as part of standard due diligence.

10.14.21
Real Estate
New England Plan Slates Core-Plus Real Estate Search

The plan is looking to invest $20 million in the asset class.

10.13.21
Emerging/Diverse Managers
Calif. Plan Authorizes Illiquid Credit Emerging Mgr. Program RFP

The plan authorized the issuance of an RFP as part of a newly approved credit portfolio structure.

10.13.21
Multi-Asset/Investment Advisor
Minnesota City Seeks Investment Mgr.

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

10.13.21
Risk Parity
Midwest Plan Issues Defensive Equity RFP

The plan is seeking a firm to complement an existing long/short hedge fund manager.

10.13.21
Consultant/OCIO/Discretionary
Midwest DC Plan Seeking Investment Consultant

A Midwestern deferred compensation plan is seeking a general investment consultant.

10.12.21
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Begins General/Alternatives Consultant Search

The plan is searching for consulting services for traditional and alternatives asset classes due to the upcoming contract expiration of its incumbent provider.

10.12.21
Non-U.S. & Global Fixed-Income
Southwest Plan Schedules Global Bond RFP

Plan approved a timeline for a global fixed-income manager RFP that will be issued later this week.

10.12.21
Searches And Hires
Midwest Plan Launches EME Mgr. Search

The plan is seeking emerging markets equity managers for an anticipated mandate size between $400 million and $750 million.

10.08.21