Searches And Hires

Consultant/OCIO/Discretionary
Midwest Foundation Hires New Consultant

A foundation in a Midwestern state has hired a new investment consultant following an invitation-only RFP process earlier this year.

10.29.20
Asset Study/Review
Southern State Plan Moves Portfolio Away From RE, EME

A Southern state plan is reducing its exposures to real estate and emerging markets equity to reduce volatility, while increasing the exposures to developed international and U.S. equity to add capital stability.

10.29.20
Multi-Asset/Investment Advisor
Midwest State Hires Advisor For New Investment Account

A state treasurer office in the Midwest has hired an investment advisor for a new investment account.

10.29.20
Searches And Hires
Midwestern University Seeking Search Consultant For Outsourced CIO RFP

A university in the Midwest is seeking a search consultant to manage an RFP for an outsourced cio for its foundation.

10.29.20
Searches And Hires
Southern Hospital Issues RFI For Retirement Plan Consultant

A hospital in the South has issued an RFI for retirement plan advisory and consulting firms for its retirement plans as part of a standard vendor review.

10.29.20
Searches And Hires
West Coast County Seeks Investment Advisor

A West Coast county is searching for an investment advisor to manage the non-liquid portions of its portfolio.

10.28.20
Industry News
New England University Seeks Investment Professional

A university in New England is seeking an investment professional to help identify and evaluate investment opportunities for its endowment.

10.28.20
Industry News
New England University Searching For Investment Analyst

A university in New England is searching for an investment analyst to help manage its endowment and track its performance.

10.28.20
Administrator/Record Keeper
Southern Health Network Seeks Retirement Plans Record Keeper

A health network in the South has issued an RFP seeking a firm to provide custodial trustee, administrative, record keeping, participant education, enrollment and regulatory support for its retirement plans.

10.28.20
Asset Study/Review
New England University Updates Endowment Target A/A

A New England university revised the target asset allocation for its endowment for the 2021 fiscal year.

10.28.20