Searches And Hires

Consultant/OCIO/Discretionary
Southern Education Foundation Searches For Consultant

An education foundation in the South is seeking an investment management consultant for its investment portfolio as it looks to minimize short-term risk, preserve capital and grow over the long term.

01.27.22
MRI/Social Investments
West Coast Savings Board Approves ESG RFP

The plan will issue the RFP next month to seek a balanced ESG-focused investment option

01.25.22
Consultant/OCIO/Discretionary
Michigan Plan Launches 457 Consultant Search

Retirement system is seeking a consultant to run a record keeper RFP and serve as a fiduciary for the deferred compensation and defined contribution plans moving forward.

01.25.22
Consultant/OCIO/Discretionary
West Coast Plan Begins Private Credit Consultant Search

The plan is seeking its first dedicated non-discretionary private credit consultant.

01.24.22
Credit/Private Debt
West Coast Plan Approves Private Debt Pacing Plan

The plan will look to commit $240 million to private debt this year.

01.24.22
Non-U.S. & Global Equity
Louisiana Plan Issues Int’l Equity RFP

The plan is looking to invest up to $30 million in either a single strategy manager or an emerging manager-of-managers.

01.21.22
Consultant/OCIO/Discretionary
Texas Metro 457 Launches Advisor RFP

Authority is seeking a financial advisor on behalf of its three defined contribution plans.

01.21.22
Multi-Asset/Investment Advisor
Southeast Plan Seeking Investment Advisor

A Southeastern plan is searching for a firm to manage its capital reserve fund.

01.21.22
Consultant/OCIO/Discretionary
Mid-Atlantic Community College Foundation Seeks Consultant

A community college foundation in the mid-Atlantic is seeking a consultant for its $6.4 million long-term balance pool and $3.3 million in trusts and annuities.

01.20.22
Fixed-Income
Midwest Health System Seeks Short-Term Bond Mgr.

A Midwestern hospital system has issued an RFP seeking a short-term fixed-income manager to handle its reserve pool.

01.20.22