Searches And Hires

Multi-Asset/Investment Advisor
Texas County Posts Investment Advisor RFP

County is seeking a firm to provide investment advisory services

10.04.21
Fixed-Income
New England Plan Seeking Core Bond, TIPS Managers

The plan’s incumbent handles both strategies and was first hired in 2014.

10.04.21
Infrastructure
Midwest Plan Launches Infrastructure Mgr. Search

The plan has issued its RFP seeking an infrastructure manager to handle approximately $45 million.

10.04.21
Consultant/OCIO/Discretionary
Rocky Mountain Board Considers OCIO Services For DC Plans

A Rocky Mountain board has issued an RFI to consider outsourced cio services for its defined contribution plans.

10.01.21
Multi-Asset/Investment Advisor
Midwest Airport Seeks Investment Manager

A Midwestern airport is searching for a firm to manage its cash and fixed-income investments.

10.01.21
Multi-Asset/Investment Advisor
Southeast City Issues Investment Advisor RFP

A Southeastern city is searching for an investment advisor and portfolio manager for its operating and capital funds.

10.01.21
Multi-Asset/Investment Advisor
Midwest Institution Issues Deferred Compensation Plan Investment Advisor RFP

An institution based in the Midwest has issued an RFP seeking an investment advisor for its deferred compensation plan.

10.01.21
Real Estate
New England Plan Slates Real Estate RFP; Wraps Up PE Search

The plan expects to issue an RFP for real estate managers this year or early next year.

09.30.21
Passive Equity
Illinois Plan To Issue Passive Equity RFP; DC Plan Hires Record Keeper

The plan is conducting the search after voting to consolidate three existing index portfolios into a Russell 3000 Index.

09.30.21
Administrator - Bundled
Southwest 529 Extends Program Manager RFP Deadline

A 529 plan in the Southwest has extended the deadline for proposals in its search for a program manager for its advisor-sold plan to late October.

09.30.21