Searches And Hires

Bank Loan
West Coast Plan Issues Bank Loan RFP

The plan is searching for a firm to handle up to $220 million.

09.07.21
Consultant/OCIO/Discretionary
West Coast Seeking Consultants For Multiple Asset Classes

The plan is searching for consulting firms to provide general/risk, real estate and private equity/real assets consulting services.

09.07.21
Administrator - Bundled
West Coast County Seeks Bundled Provider

A West Coast county is searching for a single firm to oversee its 457(b) and 401(a) plans.

08.27.21
Multi-Asset/Investment Advisor
HBCU Seeking Search Consultant For Advisor RFP

A historically Black university has issued an RFP seeking a search consultant to help identify an investment advisor.

08.27.21
Bank Loan
Calif. Plan To Issue Bank Loan RFP Early Next Month

Plan will issue an RFP for bank loan managers following approval at this week’s board meeting.

08.26.21
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