Searches And Hires

Northeast State Plan Relaunches Secondary Advisor Search

Relaunch is due to disruptions caused by COVID-19 pandemic.

12.17.21

West Coast Plan Conducting Global Equity Search

The plan is searching for a global equity manager after creating the new sub-asset class within its public equity portfolio.

12.17.21

Equity

New England Plan Begins EME, Passive Mgr. Searches

The plan issued two RFPs for managers to comply with procurement laws.

12.17.21

Real Estate

New England Plan Seeks Value-Add Real Estate Mgrs.

The search is due to the plan’s underweight to the asset class.

12.17.21

Administrator/Record Keeper

Calif. County To Launch DC TPA Search

The county expects to launch a third-party administrative services search on behalf of its 457(b) deferred compensation and 401(a) defined contribution plans.

12.16.21

Multi-Asset/Investment Advisor

Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21

Consultant/OCIO/Discretionary

New England College Seeks OCIO For New Endowment

A college based in New England has issued an RFP seeking an outsourced cio for a newly established $20 million endowment.

12.16.21

Multi-Asset/Investment Advisor

Maryland City Seeks Investment Advisor

A Maryland city is searching for a firm to manage its $137 million investment portfolio.

12.15.21

Multi-Asset/Investment Advisor

Mid-Atlantic Authority Issues Manager RFQ

A Mid-Atlantic utility authority is searching for a manager for its cash and fixed-income assets.