Searches And Hires

Multi-Asset/Investment Advisor
Western Foundation Eyes Impact Investment Advisor

A foundation in the West is seeking investment advisor to manage its endowment and align its investments with its mission.

08.25.21
Multi-Asset/Investment Advisor
West Coast District Issues Investment Advisor RFP

A Western cemetery district has issued an RFP seeking an investment advisor to handle its investment portfolio, which includes endowed funds.

08.25.21
People Moves
Chicago Plan Begins Investment Officer Search

A Chicago plan is searching for a new investment officer to assist the executive director.

08.25.21
Alternatives
West Coast Plan To Relaunch Credit Search, Cancels Bank Loan Search

Plan will relaunch a search for private credit after reevaluating initial criteria and formally discontinued a bank loan search with no current plans to relaunch.

08.24.21
Administrator/Record Keeper
Texas 457 Plan Seeking TPA

Plan has issued an RFP seeking third-party administration services.

08.24.21
Multi-Asset/Investment Advisor
Midwest Sewer District Seeks Investment Advisor

A Midwestern sewer district is searching for an advisor for its $400 million portfolio.

08.23.21
Non-U.S. & Global Equity
Texas Plan Restructures Int’l Equity Portfolio

Plan approved a new international equity portfolio that will result in new managers.

08.23.21
Administrator - Bundled
Mid-Atlantic County Seeks Bundled Provider

A Mid-Atlantic county is searching for a bundled provider for its 457 deferred compensation plan.

08.20.21
Real Estate
Midwest Plan Considers Value-Add RE Mgr. Search

The search would be conducted in early 2022.

08.20.21
Consultant/OCIO/Discretionary
Southwest Board Selects Consultant and Seeks Executive Director

An education board in the Southwest has selected an investment consultant and is searching for an executive director to manage investment recommendations, record keeping, administration, sales and marketing services.

08.19.21