Searches And Hires

Midwest Foundation Developing Diverse-Owned Manager Strategy

A foundation based in the Midwest is developing a strategy to include more diverse-owned investment managers within its portfolio.

09.09.21

Consultant/OCIO/Discretionary

Southern University Foundation Slates Consultant RFP

A university foundation in the South will begin its search for an investment consultant at the beginning of the 2022 calendar year.

09.09.21

Multi-Asset/Investment Advisor

Virginia State Seeking Search Consultant For Advisor RFP

Mid-Atlantic Plan is in the process of searching for a search consultant to help identify an investment advisor and recently closed the deadline for proposals in the search.

09.09.21

Searches And Hires

Southeast Utility Plan Seeks Administrator

A Southeast utility plan is searching for a single firm to oversee its 457(b) plan and its 401(a) plans.

09.08.21

Searches And Hires

West Coast Plan Posts Investment Consultant RFP

A West Coast plan is searching for an investment consultant for its $966 million portfolio.

09.08.21

Consultant/OCIO/Discretionary

Southern 457 Plan Seeking Investment Consulting Services

State’s retirement system is seeking a firm to perform consulting services related to the design, functionality and operational efficiency of an IRC 457(b) plan.

09.07.21

Consultant/OCIO/Discretionary

Great Lakes Plan Posts Investment Consultant RFP

Plan last conducted a search for the services in 2014.

09.07.21

Bank Loan

West Coast Plan Issues Bank Loan RFP

The plan is searching for a firm to handle up to $220 million.

09.07.21

Consultant/OCIO/Discretionary

West Coast Seeking Consultants For Multiple Asset Classes

The plan is searching for consulting firms to provide general/risk, real estate and private equity/real assets consulting services.