Searches And Hires

Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Midwest Plans Seeking Investment Advisors, Consultants

A pair of Midwestern pension plans have issued joint RFPs for investment advisory and investment consulting services.

12.09.19
Administrator - Bundled
West Coast City Seeking Record Keeper

A West Coast city is seeking administration and record keeping services.

12.09.19
Searches And Hires
Northeast Plan To Issue Private Equity, Real Estate Mgr. RFPs

A Northeast pension plan will issue RFPs for private equity and real estate managers.

12.09.19
Searches And Hires
New England Plan Posts Private Equity, Real Estate Mgr. RFPs

A New England pension plan has issued RFPs for private equity and real estate managers.

12.06.19
Credit/Private Debt Searches And Hires Consultant/OCIO/Discretionary
Florida City Seeking Private Credit Consultant

A Florida city employees pension plan is looking for a private credit consultant to help implement a new 5% target to the asset class.

12.06.19
Alternatives
Calif. Plan Issues RFP For Dedicated Managed Account Platform

A California county plan has issued an RFP for a dedicated managed account platform provider.

12.06.19
Industry News
Fisher Fallout: Tracking Clients

This is an ongoing list of all actions and/or non-actions taken by Fisher Investments clients following the comments made by Founder Ken Fisher on Oct. 8.

12.06.19
Small-Cap
Northeast Plan Conducting Small-Cap Search

A pension fund in the Northeast has begun a search for a domestic small-cap core or value equity managers.

12.06.19
Administrator - Bundled
Florida City Seeking Bundled Provider     

A Florida city is looking to consolidate to a single bundled provider for its 457b and 401a plans.

12.05.19
Credit/Private Debt Searches And Hires Private Equity
Northeast Plan Slates Replacement Mgr. RFP; Makes Private Commitments

A Northeast plan will soon issue an RFP to potentially replace an international equity manager.

12.05.19