Searches And Hires

Consultant/OCIO/Discretionary
Southern School Hires Outsourced CIO

The school has hired an outsourced cio to oversee and manage its portfolio as well as handle portfolio construction, asset allocation, manager due diligence and risk management following a search.

03.06.24
Consultant/OCIO/Discretionary
Southern College Searching For Investment Consultant

The college is looking to identify a single investment consultant for its portfolio as well as its foundation after conducting a similar search for the services in 2020.

03.06.24
Multi-Asset/Investment Advisor
Northeast Insurance Fund Issues Investment Manager RFP

The fund is looking to hire one firm to handle its approximately $841 million insurance program.

03.06.24
Consultant/OCIO/Discretionary
Southern Alumni Association Seeks Discretionary Manager

The alumni association affiliated with a Southern university has issued an RFP seeking a discretionary investment advisor for its two funds as it is required to put the services out for bid every five years.

03.06.24
Consultant/OCIO/Discretionary
Western Funds Seek Financial Advisors

The funds have issued an RFQ seeking firms to provide financial advisory, investment consulting and risk transfer advisory services for its portfolios.

03.06.24
Consultant/OCIO/Discretionary
Calif. 457 Plan Rehires Consultant

The consultant has worked with the plan since 2017.

03.06.24
Consultant/OCIO/Discretionary
Southern College Foundation Issues Outsourced CIO RFP

The foundation has issued an RFP seeking an outsourced cio to determine its investment strategy, purchase and sell securities and provide performance monitoring for its endowment.

03.06.24
Real Estate
Northeast Pension Adds Real Estate, PE Commitments

The pension plan made opportunistic real estate and buyout commitments totaling $275.5 million in January.

03.06.24
Small-Cap
New England Pension Posts Small-Cap Core RFP

The plan had been scheduled to issue the RFP for due diligence purposes.

03.06.24
Small-Cap
Northeast Pension Seeking Small-Cap Core Managers

The plan’s current small-cap core manager was first hired in 2008.

03.06.24