Searches And Hires

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

Credit/Private Debt

West Coast Plan Interviews Private Credit Managers

The plan began searching for managers after increasing its target to the asset class.

12.09.20

Absolute Return

Southwest Plan To Add 12 Portable Alpha Mgrs.

The state plan will invest up to $1 billion with portable alpha managers in 2021.

12.08.20

Consultant/OCIO/Discretionary

Midwest Plan Concludes Investment Consultant Search

A Midwestern employees pension system hired Callan to provide investment consulting services for its defined contribution plans at a board meeting today.

12.08.20

Consultant/OCIO/Discretionary

Mid-Atlantic County Seeking 457 Plan Consultant

A county plan in a Mid-Atlantic state has launched an investment consultant RFP.

12.07.20

Passive Equity

Insurance Fund Seeking Passive Managers

The fund is looking for passive U.S. equity and fixed-income managers.

12.04.20

Consultant/OCIO/Discretionary

Southwest Plan Prepping Consultant Search

Plan would launch search in 2021 and the incumbent will be welcome to rebid.