Searches And Hires

Administrator/Record Keeper
New England City Seeking Record Keeper

A New England city is searching for a record keeper for its 401(a) plan and its 457 plan.

07.08.21
Consultant/OCIO/Discretionary
Southern College Interviewing Consultant Finalists

A college in the South will interview three undisclosed finalists in its search for an investment consultant for its endowment and operating funds today.

07.08.21
Searches And Hires
Midwest Community College Issues Investment Advisory RFP

A community college based in the Midwest has issued an RFP seeking a firm to provide discretionary or non-discretionary investment advisory services.

07.08.21
Searches And Hires
Western 529 Reissues Program Manager RFP

A 529 plan based in the West has reissued its RFP seeking a program manager as its board elected to reject all proposals received in its previous search as they did not meet the searches requirements.

07.08.21
Multi-Asset/Investment Advisor
Mid-Atlantic Police Plan Seeking Investment Mgmt. Services

The plan has issued an RFP seeking investment management services on behalf of its $105 million fund.

07.07.21
Consultant/OCIO/Discretionary
Northwest Transit Authority Issues DC Consultant RFP

A Northwestern transit authority has issued an investment consultant RFP for its two retirement plans.

07.06.21
Consultant/OCIO/Discretionary
Southern City Seeks Endowment Fund Consultant

A city in the South has issued an RFP seeking an investment consultant for its endowment fund, which is expected to grow to more than $200 million later this year.

07.01.21
Multi-Asset/Investment Advisor
Midwest University Issues Investment Advisor RFP

A university based in the Midwest has launched a search for an investment advisor for its operating pool and its foundation’s investment portfolio.

06.30.21
Searches And Hires
Mid-Atlantic Foundation Issues Investment Mgr. RFP

A foundation based in a Mid-Atlantic state has issued an RFP seeking an investment manager.

06.30.21
Credit/Private Debt
Midwest Plan Issues Private Credit RFP

The plan expects that the selected firm will handle an up to $20 million mandate.

06.30.21