Searches And Hires

Administrator/Record Keeper
Windy City DC Plan Hires Bundled Provider

The deferred compensation plan elected to remain with its incumbent record keeping and administration provider this week.

11.08.24
Asset Study/Review
Calif. Pension Adds New Asset Classes

The retirement association will look to fill new targets to non-core infrastructure and TIPS in the first half of 2025.

11.07.24
Consultant/OCIO/Discretionary
New England Pension Begins Investment Consultant Search

The plan’s current investment consultant was first hired in 2018.

11.07.24
Consultant/OCIO/Discretionary
Mid-Atlantic Museum Outsources Portfolio Management

The museum outsourced the management of its portfolio as part of a standard due diligence process as it reviews significant partnerships.

11.07.24
Multi-Asset/Investment Advisor
Colo. School District Posts Investment Advisor RFP

The district last issued an investment advisor RFP in 2018.

11.06.24
Multi-Asset/Investment Advisor
Southern College Foundation Selects New Firm To Manage Endowment

The firm has selected a new firm to provide investment management services for its portfolio, including overseeing and executing the selection, monitoring and evaluation of the portfolio and its investment managers.

11.06.24
Multi-Asset/Investment Advisor
Midwest Library Searching For Investment Advisor

The library has launched a search for an investment advisor to help oversee its short- and long-term investment portfolios.

11.06.24
Non-U.S. & Global Equity
Rocky Mountain Pension Swaps Equity, Fixed-Income Managers

The pension plan replaced its global large-cap growth equity and domestic core-plus fixed-income managers in the second quarter.

11.06.24
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

The foundation has issued an RFP seeking investment advisors to invest funds in accordance with its investment policy, provide custom benchmarks to assess investment performance and provide education and training to board and staff, among other responsibilities.

11.06.24
Multi-Asset/Investment Advisor
Midwest Agency Wraps Up Advisor Search

The higher education agency selected a firm to provide financial and investment advisory services for its student loan program to conclude a search from late 2023.

11.06.24