Searches And Hires

Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.

02.22.23
Private Equity
New England University Adds Private Equity Commitment

The institution approved committing $10 million to a lower middle market buyout strategy managed by a new firm in late 2022.

02.22.23
Consultant/OCIO/Discretionary
Southwest Community College Issues RFP For Advisor To Provide Discretionary Services

The college has issued an RFP seeking investment advisors to provide discretionary portfolio management services for its operating and capital funds.

02.22.23
Private Equity
Virginia Plan Makes Private Markets Commitments; Approves Pacing Plan

The plan made private markets commitments totaling $44.6 million and approved a 2023 pacing plan last month.

02.21.23
Stable Value
Midwest DC Plan Concludes Stable Value, Record Keeping Searches

The plan rehired its incumbent for the services at a board meeting last week.

02.21.23
Passive Fixed-Income
Northeast Plan Slates Passive TIPS Manager Search

The search will be launched in the coming weeks as one of the plan’s 2023 initiatives.

02.21.23
Large-Cap
Western DC Plan Taps Large-Cap Growth Replacement

The plan hired a replacement for its incumbent domestic large-cap growth equity manager last month.

02.21.23
Credit/Private Debt
Midwest Plan Considering Credit Allocation

Plan will review a maiden allocation later this month after hearing an education on the asset class last week.

02.21.23
Alternatives
Northeast Plan Makes Commitments; Hires Public Markets Consultant

The plan made commitments to existing relationships, added a new credit manager and approved the hire of a new public markets consultant at its Feb. 16 meeting.

02.17.23
Fixed-Income
West Coast City Issues Investment Mgmt. & Advisory Services RFP

The city last issued an RFP for the services in 2016.

02.17.23