Searches And Hires

Consultant/OCIO/Discretionary

Boston Nonprofit To Review Proposals In Investment Advisor Search

The Rose F. Kennedy Greenway Conservancy will review proposals in its search for a firm to manage

12.09.21

Consultant/OCIO/Discretionary

Northeast Plan To Begin Secondary Advisor Search

The plan will soon issue a new RFP after COVID disrupted last year’s search.

12.08.21

Private Equity

West Coast Plan Plan To Invest in Blockchain/Digital Assets

The plan will search for a private equity fund to investment in the new emerging sector.

12.07.21

Non-U.S. & Global Equity

Texas Plans Seeking Int’l Core Managers

Plans are seeking an international core equity manager to replace an incumbent terminated at last week’s meetings.

12.07.21

Multi-Asset/Investment Advisor

Northeast Transit Authority Reissues Advisor RFP

A Northeastern transit authority is searching for a firm to oversee its liquid assets program.

12.06.21

Consultant/OCIO/Discretionary

Boston Nonprofit Seeks Investment Advisory Services

A nonprofit based in the Boston area is seeking investment advisors and consultants to guide its investment committee on appropriate investment strategies, products and managers, compliance monitoring and other advisory consulting services as well as detailed reporting.

12.06.21

Small-Cap

Calif. County To Consider Small-Cap Value Replacement Search

Newly released materials show a replacement search recommended by its consultant.

12.01.21

Searches And Hires

Calif. Plan To Conduct Mgr. Searches

The plan will conduct three manager searches in the next three to six months.

12.01.21

Consultant/OCIO/Discretionary

Mid-Atlantic County Begins Consultant Search

A Mid-Atlantic county is searching for a firm to update the investment policy for its deferred compensation plan.