Multi-Asset/Investment Advisor
Midwest Plan Issues Investment Advisor RFP

The foundation has issued an RFP seeking an investment advisory firm to help manage its portfolio, including providing strategic and tactical investment advice, compliance-related monitoring and performance benchmarking.

06.12.24
Searches And Hires
Western State Fund Adds Core Bond, Int’l Equity & PE Secondaries Strategies

The fund approved the addition of core fixed-income, international equity and private equity secondaries investments during its board meeting last week and is slated to consider combining two of its ten investment pools later this month.

06.12.24
People Moves
Mid-Atlantic Foundation Searching For Investment Analyst

The foundation is searching for an investment analyst to handle due diligence of prospective managers, recommend new hires as well as monitor risk levels of existing managers and portfolio performance.

06.12.24
People Moves
Mid-Atlantic University CFO Departs For Primary And Secondary School

The university’s cfo is leaving after less than three years of service join a primary and secondary school as its finance head.

06.12.24
People Moves
Religious Foundation Names New Investments Head

The foundation has tabbed its next senior v.p. and managing director of investments as its investment head retired on May 31 after nearly 24 years in the role.

06.12.24
Consultant/OCIO/Discretionary
New England Plan Launches Search For Investment Consultant

The state agency has initiated a search for an investment consultant due to the upcoming contract expirations of its incumbent providers, which are allowed to rebid.

06.05.24
Searches And Hires
Western State Fund Considers Adding Core Bond, Int’l Equity And PE Secondaries Strategies

The trust fund will consider adding core fixed-income, international equity and private equity secondaries strategies with new investment managers to its portfolio during its board meeting this week.

06.05.24
Consultant/OCIO/Discretionary
Midwestern State Treasurer Launches Consultant Search

The treasurer’s office has issued an RFP seeking a general investment consultant for several of its portfolios.

06.05.24
Administrator/Record Keeper
College Savings Plan Manager Partners With Record Keeper For 529 Plans

The investment manager for four 529 plans has teamed up with another firm to provide record keeping and other services for the college savings programs.

06.05.24
Industry News
Outsourced CIO Founder Launches Investment Trend Think Tank

An outsourced cio has started an institute to facilitate investment-related data and research on topics like the global energy transition.

06.05.24