Searches And Hires

Small-Cap

Calif. County To Consider Small-Cap Value Replacement Search

Newly released materials show a replacement search recommended by its consultant.

12.01.21

Searches And Hires

Calif. Plan To Conduct Mgr. Searches

The plan will conduct three manager searches in the next three to six months.

12.01.21

Consultant/OCIO/Discretionary

Mid-Atlantic County Begins Consultant Search

A Mid-Atlantic county is searching for a firm to update the investment policy for its deferred compensation plan.

11.29.21

Asset Study/Review

Northeast Plan Approves Asset Allocation

Plan approved a new asset allocation as continues work toward separating its assets from the state’s division of investment.

11.24.21

Emerging/Diverse Managers

New York Fund Issues Emerging MoM RFP

The fund is looking for emerging managers-of-managers to handle domestic small-cap and large-cap equity portfolios.

11.24.21

Multi-Asset/Investment Advisor

Southwest Tribe Seeks Investment Mgmt., Trustee Services

A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.

11.23.21

Fixed-Income

Northeast Authority Seeks Trustee Services

A Northeastern educational authority has issued an RFP seeking trustee services, including investment of money, related to the sale of revenue refunding bonds for a state college.

11.23.21

International / Global / Emerging Markets

Midwest Plan Approves Int’l Small-Cap Search

The plan will conduct the search to replace an underperforming incumbent.

11.23.21

Consultant/OCIO/Discretionary

New England Town Seeking Maiden Investment Consultant

The town is searching for its first ever investment consultant on behalf of two defined contribution plans.

11.19.21

Multi-Asset/Investment Advisor

New England Town Posts Investment Advisor RFP

A New England town is searching for a firm to help oversee its operating and capital funds.