Searches And Hires

Consultant/OCIO/Discretionary
Northwest Plan Halts Consultant RFP; To Launch Deputy CIO Search

A Northwestern pension plan extended its contract with its general investment consultant at yesterday’s board meeting and announced that it will launch a deputy cio search.

01.15.21
Consultant/OCIO/Discretionary
West Coast Plan Rehires Private Investment Consultants

The plan rehired consultants for its private markets portfolio following a review process.

01.14.21
Administrator - Bundled
West Coast City Posts 457 Bundled Provider RFP

A West Coast city has issued a bundled provider RFP on behalf of its deferred compensation plan and retiree health savings account program.

01.14.21
Equity
Northern 529 Plan Adds Equity Funds

A 529 plan in a Northern State has added a large-cap core equity strategy and an emerging markets equity strategy to its lineup of underlying fund options.

01.14.21
MRI/Social Investments
Midwest Foundation Invests In Firm To Help Launch Impact Fund

A foundation based in the Midwest has invested in a firm to help it launch a social impact fund focused on the region.

01.13.21
Consultant/OCIO/Discretionary
Southern University Foundation To Issue Invite-Only Discretionary Investment Advisor RFP; Revises AA

A university foundation in the South will issue an invitation-only RFP for a discretionary investment advisor between Jan. 13-15 as its policy requires the services be put out to bid every five years.

01.13.21
Multi-Asset/Investment Advisor
Midwestern University Seeks Financial Advisor As It Explores Public-Private Partnership For Utility System

A university in the Midwest is seeking a financial advisor to help assess the feasibility of entering a public-private partnership for the operation of its utility system.

01.13.21
Industry News
Southern University Seeks Finance V.P.

A university based in the South is seeking a v.p. for business and finance to handle the administration of its financial operations.

01.13.21
Consultant/OCIO/Discretionary
Calif. Plan Seeking Hedge Fund Consultant

A California pension plan has launched a search for hedge fund consulting services this week.

01.13.21
Multi-Asset/Investment Advisor
Mid-Atlantic State Agency Issues Investment Advisory RFP

A Mid-Atlantic state agency has issued an RFP seeking a firm to provide investment advisory and management services for its investment portfolio as its current provider does not offer the investment options the board seeks.

01.13.21