Searches And Hires
The foundation has issued an invitation-only RFP seeking a general investment consultant for its portfolio as it has been five years since its last consultant selection process.
The foundation added international equity, domestic equity, high-yield bond and infrastructure investments to its portfolio during the second quarter.
The foundations are seeking firms to provide investment advisory and management services for their approximately $4 million in combined assets.
The tribe has issued an RFP seeking firms to provide discretionary investment management services for its sovereign wealth fund.
The program recently selected a new investment consultant for its 529 and ABLE savings programs to conclude a search process from the beginning of the year.
The agency’s plans hired their first investment consultant following a search process conducted in 2018.
The plan established a new 3% target to the asset class earlier this year.
The district received five proposals in response to an RFP issued in November.
The plan will move at least a portion of its roughly $57.4 million domestic small-cap core equity mandate to a passive option while it considers the role of the asset class as part of a broader public equity review.
The search is opened to commingled funds, mutual funds or limited partnerships.