Searches And Hires

Multi-Asset/Investment Advisor
Northeast Transportation Authority Issues Advisor RFP

A Northeastern transportation authority is searching for a firm to oversee its liquid assets.

10.15.21
Consultant/OCIO/Discretionary
Mid-Atlantic Community Foundation Eyes Investment Consultant

A community foundation based in the Mid-Atlantic region has issued an RFP seeking an investment consultant to oversee a portion of its investment portfolio.

10.14.21
Multi-Asset/Investment Advisor
Southwest Tribal Organization Seeks Advisor For Retirement Plan

A Southwestern tribal organization is searching for an investment advisor to help launch a defined contribution employee retirement plan.

10.14.21
Consultant/OCIO/Discretionary
Western College Foundation Seeks Discretionary Advisor

A college foundation in the West is searching for a firm to provide discretionary investment consulting services for its investment portfolio as part of standard due diligence.

10.14.21
Real Estate
New England Plan Slates Core-Plus Real Estate Search

The plan is looking to invest $20 million in the asset class.

10.13.21
Emerging/Diverse Managers
Calif. Plan Authorizes Illiquid Credit Emerging Mgr. Program RFP

The plan authorized the issuance of an RFP as part of a newly approved credit portfolio structure.

10.13.21
Multi-Asset/Investment Advisor
Minnesota City Seeks Investment Mgr.

A Minnesota city is searching for a firm to provide discretionary management of its investment portfolio.

10.13.21
Risk Parity
Midwest Plan Issues Defensive Equity RFP

The plan is seeking a firm to complement an existing long/short hedge fund manager.

10.13.21
Consultant/OCIO/Discretionary
Midwest DC Plan Seeking Investment Consultant

A Midwestern deferred compensation plan is seeking a general investment consultant.

10.12.21
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Begins General/Alternatives Consultant Search

The plan is searching for consulting services for traditional and alternatives asset classes due to the upcoming contract expiration of its incumbent provider.

10.12.21