Searches And Hires

Mid-Cap
Northeast Plan Begins Mid-Cap Search

The search is being conducted for due diligence purposes and the incumbent manager is currently on watch.

10.08.20
Searches And Hires
Texas Health Network Eyes Retirement Plans Consultant

A Texas health network is seeking an investment consultant to provide analysis, advice, direction and general guidance on the fund structure, investment lineup, implementation and administration of its retirement plans.

10.08.20
Daily Feed
Southern Plan To Consider Int’l Fixed-Income, High-Yield Mgrs.

A plan in a Southern state will hear replacement options for an international fixed-income manager and high-yield fixed-income manager next month due to performance concerns.

10.08.20
Consultant/OCIO/Discretionary
Southern State Rehires Consultant For 529 Plan

A Southern state treasury department has rehired an investment consultant on behalf of its 529 plan following a search from earlier this year due to the firm’s impending contract expiration.

10.08.20
Industry News
New York University Searching For CFO

A university in New York is looking to fill its newly created cfo position.

10.08.20
Consultant/OCIO/Discretionary
Mid-Atlantic University Outsources Endowment Mgmt.

A university in the Mid-Atlantic region moved to an outsourced cio model from the traditional investment consulting model this summer.

10.08.20
Industry News
Mid-Atlantic University Searching For Investment Analyst

A Mid-Atlantic university is seeking an analyst to join its investment team and assist in the management of its endowment.

10.08.20
Industry News
Midwest Prep School Searches For CFO

Midwestern preparatory is looking for a new cfo to plan, implement and manage its financial operations.

10.08.20
Asset Study/Review
Southern Fund To Receive AA Study

A fund based in the South will receive an asset allocation study on a sub-portfolio from its general investment consultant next month.

10.08.20
Multi-Asset/Investment Advisor
Western College Seeks Investment Advisor

A college in the West is seeking an advisor for its endowment and foundation funds due to the contract expiration of its current advisor.

10.08.20