Searches And Hires

Passive Equity
West Coast Plan Begins Global Index Provider Search

The plan is searching for index managers to handle $8.8 billion.

09.09.21
Credit/Private Debt
Calif. Plan To Issue Illiquid Credit Emerging Mgr. Program, Passive FI Mgr. RFPs

The plan agreed to advance RFPs for an illiquid credit emerging manager program and passive fixed-income manager.

09.09.21
Multi-Asset/Investment Advisor
Western College System Seeks Investment Advisory, Custodial Services

A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.

09.09.21
Emerging/Diverse Managers
Southern Foundation Targets Diverse Mgrs., ESG Strategies

A foundation based in the South is targeting minority-owned and diverse investment managers as well as ESG strategies within its investment portfolio.

09.09.21
Emerging/Diverse Managers
Midwest Foundation Developing Diverse-Owned Manager Strategy

A foundation based in the Midwest is developing a strategy to include more diverse-owned investment managers within its portfolio.

09.09.21
Consultant/OCIO/Discretionary
Southern University Foundation Slates Consultant RFP

A university foundation in the South will begin its search for an investment consultant at the beginning of the 2022 calendar year.

09.09.21
Multi-Asset/Investment Advisor
Virginia State Seeking Search Consultant For Advisor RFP

Mid-Atlantic Plan is in the process of searching for a search consultant to help identify an investment advisor and recently closed the deadline for proposals in the search.

09.09.21
Searches And Hires
Southeast Utility Plan Seeks Administrator

A Southeast utility plan is searching for a single firm to oversee its 457(b) plan and its 401(a) plans.

09.08.21
Searches And Hires
West Coast Plan Posts Investment Consultant RFP

A West Coast plan is searching for an investment consultant for its $966 million portfolio.

09.08.21
Consultant/OCIO/Discretionary
Southern 457 Plan Seeking Investment Consulting Services

State’s retirement system is seeking a firm to perform consulting services related to the design, functionality and operational efficiency of an IRC 457(b) plan.

09.07.21