Searches And Hires

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
People Moves
Chicago Plan Begins Investment Officer Search

A Chicago plan is searching for a new investment officer to assist the executive director.

08.25.21
Alternatives
West Coast Plan To Relaunch Credit Search, Cancels Bank Loan Search

Plan will relaunch a search for private credit after reevaluating initial criteria and formally discontinued a bank loan search with no current plans to relaunch.

08.24.21
Administrator/Record Keeper
Texas 457 Plan Seeking TPA

Plan has issued an RFP seeking third-party administration services.

08.24.21
Multi-Asset/Investment Advisor
Midwest Sewer District Seeks Investment Advisor

A Midwestern sewer district is searching for an advisor for its $400 million portfolio.

08.23.21