Searches And Hires

Consultant/OCIO/Discretionary
Southwest Board Postpones 529 Plan Consultant RFP Issuance

A Southwestern board has delayed the issuance of an RFP for an investment consultant for its college savings plans.

09.17.20
MRI/Social Investments
West Coast Foundation Makes Two Investments, Nears 100% Impact Portfolio Goal

A foundation based on the West Coast has made two impact investments this year to bring it closer to its 100% mission-aligned goal.

09.17.20
Industry News
Western Plan Searching For COO

A Western plan is searching for a coo to manage its non-investment functions, including finance, administration, investment operations and reporting.

09.17.20
Emerging/Diverse Managers
Southern Fund Issues Emerging Manager Program RFP

A Southern fund has issued its RFP seeking investment firms to implement emerging manager programs in private equity and private real estate.

09.17.20
Industry News
Mid-Atlantic University Searching For Investment Ops. Director

A Mid-Atlantic university is searching for a director of investment operations to assist in the oversight of its long-term investment portfolio.

09.17.20
Searches And Hires
Southern Trust Fund Issues Direct Lending RFP

A trust fund in the South has issued its RFP for a domestic direct lending manager to handle a private debt mandate between $50 million and $70 million.

09.17.20
Administrator/Record Keeper
West Coast Plan Eyes Record Keeper Hire

A college savings plan on the West Coast has started contract negotiations with a record keeper for its advisor fund.

09.16.20
Industry News
Midwest University Searching For Senior Director

A university based in the Midwest is seeking a senior director for its liquid investments portfolio.

09.16.20
Multi-Asset/Investment Advisor
Southern Nonprofit Seeking Retirement Plan Investment Advisor

A nonprofit in the South has issued an RFP seeking retirement plan advisor services for its 401(k) and 403(b) defined contribution plans.

09.16.20
Multi-Asset/Investment Advisor
Canadian College Issues Investment Manager RFP

A Canadian college has issued an RFP seeking an investment manager for its endowment and operating funds.

09.16.20