Consultant/OCIO/Discretionary
Southern State Launches Consultant Search For 529 Plan, Endowments

The state has issued an RFP seeking a general investment consultant on behalf of its college savings program, several endowments and pension plans.

07.30.25
People Moves
Western University Foundation Names New Finance Head

The foundation has hired a new v.p. of finance and accounting to lead its fiscal and investment duties following a search from earlier this year.

07.23.25
Fixed-Income
Mid-Atlantic Foundation Adds Actively Managed Bond Funds

The foundation added three actively managed fixed-income strategies, including two with new managers, in an effort to produce a higher return from its bond portfolio.

07.23.25
Daily Feed
Southern College Searching For CFO

The college is searching for a cfo to oversee the management of its investments, cash surplus funds and other assets.

07.23.25
People Moves
Southern University Eyes Next CFO

The university is searching for an executive v.p. for finance and administration and cfo after its previous finance head died from complications related to ALS in the second quarter.

07.22.25
Multi-Asset/Investment Advisor
Southern Trust Issues Investment Advisor RFP

The trust is seeking an investment adviser to review its investment policy, provide market guidance, analyze its cash flow and serve as a resource on fixed-income securities and treasury operations.

07.22.25
Multi-Asset/Investment Advisor
West Coast Trust Fund Seeks Program Manager

The trust fund has issued an RFP seeking a program manager to oversee its operations and endowment.

07.22.25
Consultant/OCIO/Discretionary
Midwest Foundation Searching For Retirement Plan Consultant

The foundation is searching for a consultant to review its 403(b) retirement plan, including assessing plan costs, evaluating investment options and analyzing performance.

07.21.25
Consultant/OCIO/Discretionary
Mid-Atlantic College Seeks Consultant For Retirement Plans

The college has issued an RFP for a consultant to assist with retirement plan oversight, including analyzing portfolio performance, recommending overall improvements and conducting semi-annual reviews of cost, services and fund line-ups.

07.21.25
Consultant/OCIO/Discretionary
Midwest Foundation Conducting Consultant Search

The foundation has issued an invitation-only RFP seeking a general investment consultant for its portfolio as it has been five years since its last consultant selection process.

07.17.25