Searches And Hires

Multi-Asset/Investment Advisor
Southern Trust Issues Investment Advisor RFP

The trust is seeking an investment adviser to review its investment policy, provide market guidance, analyze its cash flow and serve as a resource on fixed-income securities and treasury operations.

07.22.25
Multi-Asset/Investment Advisor
West Coast Trust Fund Seeks Program Manager

The trust fund has issued an RFP seeking a program manager to oversee its operations and endowment.

07.22.25
Consultant/OCIO/Discretionary
Colo. Water Pension Rehires Investment Advisor

The pension plan has concluded an investment advisor search launched in May.

07.21.25
Multi-Asset/Investment Advisor
Calif. City Posts Investment Advisor RFP

The city is seeking investment advisory services on behalf of its $305.9 million portfolio.

07.21.25
Credit/Private Debt
Southern Pension Names Multi-Asset Credit Finalists

The pension and retirement system is nearing completion of its credit manager search for a $100 million mandate.

07.21.25
Consultant/OCIO/Discretionary
Midwest Foundation Searching For Retirement Plan Consultant

The foundation is searching for a consultant to review its 403(b) retirement plan, including assessing plan costs, evaluating investment options and analyzing performance.

07.21.25
Consultant/OCIO/Discretionary
Mid-Atlantic College Seeks Consultant For Retirement Plans

The college has issued an RFP for a consultant to assist with retirement plan oversight, including analyzing portfolio performance, recommending overall improvements and conducting semi-annual reviews of cost, services and fund line-ups.

07.21.25
Consultant/OCIO/Discretionary
Midwest City Pension Names New General Investment Consultant

The pension plan interviewed a total of three finalists, including its incumbent consultant.

07.18.25
Consultant/OCIO/Discretionary
Texas City Posts Discretionary Manager RFP

The city is seeing discretionary investment management and consulting services on behalf of its approximately $75 million managed portfolio.

07.17.25
Non-U.S. & Global Fixed-Income
Mid-Atlantic Pension Issues Emerging Markets Equity RFP

The retirement system also wrapped up its first fiscal year as an independent entity by outperforming its benchmark by more than 100 basis points.

07.17.25