Searches And Hires

Consultant/OCIO/Discretionary
Rocky Mountain Plan Delays Consultant RFP

A Rocky Mountain pension plan will delay the issuance of its general investment consultant RFP for one year.

08.26.21
Administrator - Bundled
Southern College Extends TPA Search Deadline; Concludes Retirement Plans Investment Options Search

A college in the South has extended the deadline for proposals in its search for third-party administration services to Sept. 15 from Sept. 1.

08.25.21
Multi-Asset/Investment Advisor
Western Tribe Seeks Investment Advisor

An indigenous tribe based on the West Coast is seeking an investment advisor to manage its retirement plan portfolio.

08.25.21
Multi-Asset/Investment Advisor
Western Foundation Eyes Impact Investment Advisor

A foundation in the West is seeking investment advisor to manage its endowment and align its investments with its mission.

08.25.21
Multi-Asset/Investment Advisor
West Coast District Issues Investment Advisor RFP

A Western cemetery district has issued an RFP seeking an investment advisor to handle its investment portfolio, which includes endowed funds.

08.25.21
People Moves
Chicago Plan Begins Investment Officer Search

A Chicago plan is searching for a new investment officer to assist the executive director.

08.25.21
Alternatives
West Coast Plan To Relaunch Credit Search, Cancels Bank Loan Search

Plan will relaunch a search for private credit after reevaluating initial criteria and formally discontinued a bank loan search with no current plans to relaunch.

08.24.21
Administrator/Record Keeper
Texas 457 Plan Seeking TPA

Plan has issued an RFP seeking third-party administration services.

08.24.21
Multi-Asset/Investment Advisor
Midwest Sewer District Seeks Investment Advisor

A Midwestern sewer district is searching for an advisor for its $400 million portfolio.

08.23.21
Non-U.S. & Global Equity
Texas Plan Restructures Int’l Equity Portfolio

Plan approved a new international equity portfolio that will result in new managers.

08.23.21