Searches And Hires

Multi-Asset/Investment Advisor
Western Tribal Organization Seeks 401k Advisor

The organization has issued an RFP seeking advisors to provide management advice and consultation for its employee retirement 401k account(s) on a non-discretionary basis as it puts the services out for bid periodically.

04.02.25
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Advisor RFP

The foundation is seeking an investment advisor for its endowment as its bylaws require the services be placed out for bid every seven years.

04.02.25
Private Equity
Texas Pension Adds PE Commitments

The retirement system committed to funds with two new manager relationships last week.

04.01.25
Asset Study/Review
Mid-Atlantic Pension Adopts New A/A

The retirement system introduced TIPS and eliminated its low volatility and public real assets targets as a result of a new asset allocation policy.

04.01.25
Consultant/OCIO/Discretionary
Colo. County Eyes Outsourced CIO Hire

The county terminated its outsourced cio yesterday due to underperformance.

04.01.25
Fixed-Income
New England Plan Begins Core Bond Mgr. Search

The search for due diligence purposes and the plan currently has three incumbent managers.

04.01.25
Small-Cap
Calif. Pension Watching Small-Cap Core Manager

The retirement system is monitoring its domestic small-cap core equity manager for performance reasons.

03.31.25
Small-Cap
Midwest Pension Adds Small-Cap Growth Manager

The retirement system approved the hire following a search report presentation from its consultant.

03.31.25
Equity
Mid-Atlantic Pension Makes Low Volatility Equity Hire

The plan also terminated an emerging markets equity manager for performance reasons.

03.31.25
Large-Cap
Mid-Atlantic DC Plans Terminate LCG Manager

The domestic large-cap growth equity manager had been on watch due to underperformance.

03.31.25