Searches And Hires

Multi-Asset/Investment Advisor
Western Nonprofit Issues Investment Advisor RFP

A nonprofit in a Western state has issued an RFP seeking an investment advisor to review and monitor investments and offer financial expertise.

07.22.21
Administrator - Bundled
Western ABLE Plan To Issue Program Consultant RFP

An ABLE plan based in the West is expected to issue an RFP for a program consultant later this month or in early August.

07.22.21
Industry News
Mid-Atlantic Foundation Seeks Finance Director

A foundation in the Mid-Atlantic region is searching for a director of finance as its current director is leaving to pursue other professional opportunities.

07.22.21
High-Yield
Northeast Plan Slates HY Bond RFP; Hires New General Consultant

Plan will conduct a search for high-yield fixed-income managers due to impending contract expirations and hired a new general investment consultant.

07.21.21
Consultant/OCIO/Discretionary
Texas City Seeks Investment Consultant

A Texas city is searching for an investment consultant to provide objective third-party advice and analysis of its portfolio.

07.20.21
Credit/Private Debt
Windy City Plan Posts Multi-Asset Credit RFP

Plan is seeking up to two managers to handle a roughly $190 million mandate after approving the RFP last week.

07.20.21
Consultant/OCIO/Discretionary
MTA Seeking 457 Plan Consultant

Plan is searching for general investment consulting services on behalf of its 457 and 401 plans.

07.20.21
Searches And Hires
Midwest Guns Plan Launches Transition Mgr. RFP

Plan is seeking a firm or pool of firms to provide transition management services.

07.19.21
Consultant/OCIO/Discretionary
West Coast 457 To Issue Stable Value Fund Consultant

The search is required due to the upcoming contract expiration of its incumbent.

07.19.21
Daily Feed
Tenn. Plan Launches Record Keeper RFP

The city is searching for record keeping services for its 401a and 457 plans.

07.16.21