Searches And Hires

Asset Study/Review
Midwest 529 Plan Moves Toward Foreign Stocks And Bonds

A 529 plan based in the Midwest has adjusted its asset allocations.

12.10.20
Consultant/OCIO/Discretionary
Southern University Selects Consultant; Transitions Passive Equity Mandate

A university based in the South has selected an investment consultant to wrap up its search from the first quarter.

12.10.20
Multi-Asset/Investment Advisor
Western 529 To Consider Program Manager RFP, Watchlist Recommendations

A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.

12.10.20
Consultant/OCIO/Discretionary
Great Plains Nonprofit Seeks Investment Consultant

A nonprofit based in a Great Plains state has issued an RFP for an investment consultant.

12.10.20
Industry News
New England Prep School Searching For Analyst

A prep school in New England is searching for an investment analyst to focus on quantitative and qualitative analysis and investment manager evaluation.

12.10.20
Administrator/Record Keeper
Mid-Atlantic 529 Searching For Program Manager

A 529 plan in the Mid-Atlantic region is searching for a program manager due to the incumbent provider’s impending contract expiration.

12.10.20
Industry News
Mid-Atlantic University Searching For Investment Analyst

A university in the Mid-Atlantic region is seeking an investment analyst to provide analytical and research support across its portfolio.

12.10.20
Consultant/OCIO/Discretionary
Southern Endowment Hires Outsourced CIO To Complete Search

An endowment in the South hired a new outsourced cio to handle its investment portfolio to wrap up a search from late 2019.

12.10.20
Consultant/OCIO/Discretionary
Western Foundation Selects New Investment Consultant Following RFI, RFP Process

A foundation in the West has selected a new investment consultant for its long-term and sustainable and responsible investment portfolios following the issuance of an RFI in January.

12.10.20
Small-Cap
West Coast Plan Makes Small-Cap Value Hire

The new firm replaces a manager terminated in August due to significant leadership change.

12.09.20