Searches And Hires

Consultant/OCIO/Discretionary
Southern Plan Charts Consultant Decision

Plan pushed finalist selection and interviews one month each to allow more time to review RFP submissions.

01.23.23
Stable Value
Michigan Plan Seeking Stable Value Fund Managers

The plan currently has $64 million invested in stable value within its participant-directed plans.

01.20.23
Small-Cap
New England To Hire New Small-Cap Value Manager; Makes Diverse FoF Commitment

The plan narrowed its domestic small-cap value equity search to three finalists and concluded its diverse fund-of-funds search.

01.20.23
Credit/Private Debt
Windy City Plan Posts Private Credit RFP

Plan has launched a private credit RFP intended to fill a maiden allocation to the asset class.

01.19.23
Equity
Mid-Atlantic Fund Seeking Equity, Fixed-Income Managers

The fund has issued RFPs seeking equity and fixed-income managers.

01.18.23
Fixed-Income
Midwest University Launches Fixed-Income Mgr. Search

The university is seeking an investment manager to oversee almost $250 million in operating investment portfolios as its incumbent provider’s contract is set to expire in July.

01.18.23
Multi-Asset/Investment Advisor
Texas School District Posts Investment Advisor RFQ

The district conducted a similar search for the services in 2017.

01.17.23
Administrator/Record Keeper
Northwest Retirement Plans Seeking TPA

The plans’ incumbent was most recently rehired in 2018.

01.17.23
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant RFP

Plan is seeking general investment consulting services due to the impending contract expiration of its incumbent.

01.13.23
Multi-Asset/Investment Advisor
Western Fire District Seeking Investment Mgr.

District is in search of a firm to externally manage a $30 million to $50 million portfolio.

01.10.23