Searches And Hires

Consultant/OCIO/Discretionary
Southern Community Foundation Hires Investment Advisor

A community foundation based in a Southern state has hired an investment advisor for its long-term pool.

01.27.21
Fixed-Income
Northeast Plan To Initiate Fixed-Income Search

The plan will also begin a search for a Standard & Poor’s 500 Index manager.

01.27.21
Consultant/OCIO/Discretionary
Great Lakes Plan Eyes Consultant RFI

A Great Lakes plan expects to issue an RFI for investment consulting and custodial services in March.

01.26.21
Searches And Hires
New England Plan To Issue Equity, Bond RFPs

The plan will begin a domestic small-cap growth equity search in the next couple of weeks to be followed by core bond and small-cap value searches.

01.26.21
Alternatives
West Coast Plan Seeking Firm To Conduct Private Markets Advisor Search

Plan hopes to hire a third-party firm in the third quarter to run its impending private markets advisor search.

01.26.21
Daily Feed
Midwest State Plan Posts Transition Mgr. RFP

A plan in the Midwest has launched a search for transition management services.

01.26.21
Administrator/Record Keeper
Texas School District Seeking 457 Plan Admin. Services

District has posted an RFP seeking third-party administration services on behalf of its 457 and 403(b) plans.

01.25.21
Private Equity
Great Lakes Plan Slates PE Interviews           

Plan’s general investment consultant will schedule interviews with four private equity managers at a future meeting as part of a plan to reach its target to the asset class.

01.25.21
Searches And Hires
Great Plains Housing Authority Seeks Investment Manager

A Great Plains housing authority is searching for a firm to review its asset allocation, provide due diligence on managers and conduct research on investment markets.

01.25.21
Consultant/OCIO/Discretionary
Calif. County Issues PE Advisor RFP

The plan has issued an RFP seeking a private equity advisor.

01.25.21