Searches And Hires

Industry News
Southern Health System Seeks Portfolio Manager

A health system in the South is seeing a portfolio manager to identify needs in its portfolio and develop creative new investment ideas, themes and strategies.

02.24.21
Alternatives
New England Plan Approves Infrastructure, High-Yield Bond RFPs

Infrastructure represents a new asset class while the high-yield search is due to procurement rules.

02.23.21
Searches And Hires
Northeast Lotto Seeking Investment Manager

A Northeastern lottery commission is searching for a firm to manage its $7 million short-term bond fund.

02.23.21
Asset Study/Review
Wisconsin Plan Approves A/A; Slates Searches

A Wisconsin pension plan is targeting searches in private debt and defensive equity following approval of a new asset allocation last week.

02.22.21
Administrator/Record Keeper
Southeast City Seeks DC Record Keeper

A city in the Southeast is searching for an administrator for two 457(b) plans and two 401(a) plans totaling over $13 million.

02.22.21
Multi-Asset/Investment Advisor
Southwest County Seeks Investment Manager

A Southwestern county is searching for a firm to manage and advise on $168 million in operating and capital funds.

02.19.21
Daily Feed
Windy City Plan Charts Infrastructure Pacing Plan

Plan will target $25 million to infrastructure for 2021-2022 and could issue an RFP if no existing relationships are out to market.

02.19.21
Multi-Asset/Investment Advisor
Mid-Atlantic Utility Issues Investment Advisor RFP

A Mid-Atlantic power plan is searching for firms to advise on its OPEB trust, 401(k) and 457 plans, debt issuance and treasury investment portfolio.

02.18.21
Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to help oversee its $319 million portfolio.

02.18.21
Asset Study/Review
Midwest University Considers Allocation Changes

A university based in the Midwest is considering changes to its asset allocation targets.

02.18.21