Searches And Hires

Multi-Asset/Investment Advisor
Western Tribe Issues Investment Mgmt. RFP

A tribal organization based in the West has issued an RFP seeking investment management services for its minor’s trust investment account and money market deposit accounts.

05.12.22
Credit/Private Debt
Mid-Atlantic Plan Makes Private Markets Commitments

The plan committed $105 million for pacing purposes.

05.11.22
International / Global / Emerging Markets
Big Easy Plan Pauses Int’l Equity Search

The plan had issued an RFP for single strategy and emerging managers-of-managers to complement or replace the incumbent in January.

05.11.22
Consultant/OCIO/Discretionary
Mid-Atlantic DC Plans Seeking Investment Consultant

The plans’ incumbent was most recently rehired in 2017.

05.11.22
Multi-Asset/Investment Advisor
West Coast Water Plan Issues Advisor RFP

Agency is searching for a firm to help manage its $270 million portfolio.

05.11.22
Administrator - Bundled
Va. City 457 Posts Administrator RFP

City prefers to remain with a single provider for its defined contribution plans.

05.10.22
Multi-Asset/Investment Advisor
West Coast City Begins Mgr. Search

City is searching for a firm to help manage its $301 million portfolio.

05.10.22
Consultant/OCIO/Discretionary
Mid-Atlantic City Searching For Investment Consultant

The city is searching for a consultant for its three pension funds with nearly $3 billion in assets.

05.09.22
Fixed-Income
Southwest Commission Opens Fixed-Income Search

Firm will establish and actively manage a fixed-income portfolio with core and intermediate strategies.

05.06.22
Administrator/Record Keeper
New England City Begins TPA Search

City is searching for a third-party administrator for its 403(b), 403(b)(7) and 457 deferred compensation plans.

05.05.22