Consultant/OCIO/Discretionary
Western University Issues Retirement Plan Consulting Services RFP

The university is seeking a firm to provide investment and plan advisory service for its 401(a) and 403(b) retirement plans as its incumbent advisor has reached its maximum portfolio duration.

04.10.24
People Moves
Southern Trust Hires Senior PM From Nearby Retirement System

The senior portfolio manager will develop investment strategies and research, analyze and evaluate securities and other investment information to implement approved investment policies and programs.

04.10.24
Consultant/OCIO/Discretionary
Northeast Institution Issues Investment Consulting RFP

The university has issued an RFP seeking an investment consultant to serve as a discretionary advisor for its foundation’s endowment.

04.10.24
Multi-Asset/Investment Advisor
New England State Treasurer’s Office Issues Portfolio Management RFP

The office has issued an RFP seeking a firm to provide portfolio management services for its trust and custodial accounts totaling approximately $50 million.

04.08.24
Announcements
Western Fund Deputy CIO Departing For Investment Head Role At Midwestern Retirement System

The deputy cio is leaving the fund to join a Midwestern retirement system as its next investment head as its previous cio left to join a global infrastructure manager.

04.04.24
Daily Feed
Northeastern Healthcare Institution Searching For Analyst

The institution is searching for an investment analyst to provide research and analysis in the management of its investment portfolio.

04.04.24
Multi-Asset/Investment Advisor
Southern College Searching For Investment Advisor

The college based in a Southern state is is looking for a firm to provide non-discretionary portfolio management services for the investment portfolio.

04.04.24
Daily Feed
Southern College To Close In May

The college will close next month after operating for 168 years after it was unable to obtain bridge funding from a state loan program.

04.04.24
People Moves
Western Program Hires Next Executive Director

The program has hired its next executive director to provide policy, program and technical direction after its previous head left for a new role.

04.04.24
Alternatives
Midwest University Approves Climate Solutions, VC Commitments

The university approved recommendations to commit to climate solutions and venture capital strategies within its endowment at its March board meeting.

04.03.24