Searches And Hires

Administrator - Bundled
California County Seeking DC Plan Providers

The county last conducted a search for the services on behalf of its 457(b) and 401(a) plans in 2019.

07.11.24
Multi-Asset/Investment Advisor
Northwest Authority Rehires Investment Manager

The authority last rehired its incumbent in 2020.

07.11.24
Multi-Asset/Investment Advisor
Western College Foundation Issues Investment Mgmt. RFP

The foundation has issued an RFP seeking investment management services for its endowment and operating portfolios.

07.10.24
Consultant/OCIO/Discretionary
Midwest Association Issues Consultant RFP

The association is searching for a consultant to conduct a review of its trust fund service providers as a best practice to provide continuous improvement of the operation of the fund.

07.10.24
Consultant/OCIO/Discretionary
Mid-Atlantic College Foundation Makes Award In Consultant Search

The foundation has awarded a new investment consultant to oversee and advise on its portfolio following a search launched in the first quarter due to the impending contract expiration of its incumbent consultant.

07.10.24
Consultant/OCIO/Discretionary
Western Trust Fund Hires New Investment Consultant

The trust fund has hired a new non-discretionary investment consultant following an RFP process that did not see its incumbent consultant submit a proposal.

07.10.24
Consultant/OCIO/Discretionary
West Coast Pension Retains General Investment Consultant

The plan’s incumbent was awarded another five-year contract at a board meeting today.

07.10.24
Domestic Equity
Southeast Pension To Consider Smid-Cap Core Mgr. Replacement

The pension plan will consider potentially replacing its domestic small- to mid-cap core equity manager, which has underperformed.

07.10.24
Passive Equity
Rocky Mountain Program Eyes Passive Equity Mgr. Hire

The program expects to conclude its domestic all-cap equity index manager search at a special board meeting this month.

07.10.24
Fixed-Income
Southeast County Seeking Fixed-Income Managers

The county is seeking one or more domestic fixed-income firms to manage a portion of its operating and sales tax portfolios.

07.10.24