Searches And Hires

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
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