Searches And Hires

Searches And Hires
New England Town Seeks Investment Manager

A town in New England is searching for a firm to manage its $1.2 million in cemetery, wastewater and healthcare trust funds.

01.21.21
Administrator - Bundled
Midwest DC Program To Conduct TPA Search

A Midwestern deferred compensation program will conduct a third-party administrator search in the first quarter.

01.21.21
Asset Study/Review
New England University Updates Fixed-Income, Real Assets, Int’l Equity Portfolios

A university in New England made changes to its global fixed-income, real assets and international equity portfolios within its endowment in July and October.

01.21.21
Asset Study/Review
Southern Fund Considering New AA For Trust Fund Portfolio

A fund based in the South will consider revising the asset allocation for its trust fund this year after receiving an asset allocation from its general investment consultant in the fourth quarter.

01.21.21
Consultant/OCIO/Discretionary
West Coast University Searching For Investment Consultant

A university based on the West Coast has issued an investment-related RFP.

01.21.21
Industry News
New England University Searching For Next CIO

A university in New England is searching for a cio to oversee all investment activities related to its multi-billion dollar endowment.

01.21.21
Fixed-Income
Western 529 Plan Hires New Fixed-Income Manager

A 529 plan based in the West hired a new manager to handle its fixed-income assets in the fourth quarter.

01.21.21
Asset Study/Review
Midwest University Revises AA

A university in the Midwest updated the target asset allocation for the model portfolio for its long-term portfolio in 2020, increasing its target to private equity.

01.21.21
Consultant/OCIO/Discretionary
Midwest Foundation Sticks With Investment Consultant

A foundation based in a Midwestern state has retained its investment consultant following a search from last year.

01.21.21
Consultant/OCIO/Discretionary
Southern University Launches Consultant Search

A university based in a Southern state has issued an RFP for an investment consultant for its endowment.

01.21.21