Searches And Hires

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.

11.19.21
International / Global / Emerging Markets
Calif. County Authorizes EME Search, RE Pacing Plan

The plan approved an emerging markets equity manager search and new real estate pacing plan yesterday.

11.19.21
Multi-Asset/Investment Advisor
West Coast City Posts Section 115 RFP

The city is seeking a firm to establish and oversee a Section 115 trust.

11.18.21
Consultant/OCIO/Discretionary
Western OPEB Issues Consultant RFP

A Western health trust fund has posted an RFP for investment consulting services.

11.18.21
Real Estate
Western Fund Begins Core Real Estate Search

A trust fund based in the West approved transitioning its investment in a core real estate debt strategy into another similar strategy next year at its board meeting this week.

11.18.21
Real Assets
Southern Plan Adds Farmland Mgrs.

The plan hired two farmland managers at today’s board meeting.

11.17.21
Small-Cap
New England Plan Slates U.S. Small-Cap Search

The plan will issue an RFP in the spring for domestic small-cap equity managers.

11.17.21