Consultant/OCIO/Discretionary

Emerging/Diverse Managers
HBCU Path To Growth: PE, VC Access Brings Opportunity

Historically black colleges and universities, typically limited by the size of their assets, are looking to gain further access to alternative assets, particularly private equity and venture capital, as they seek to grow their endowments to further their mission as well as capture outsized returns that have swelled higher education institutions’ portfolios, according to investors and allocators.

03.03.22
Consultant/OCIO/Discretionary
Western State Plan Slates Consultant Searches

The plan will launch searches for general, private equity and real estate consultants later this year.

03.02.22
Consultant/OCIO/Discretionary
Midwest State Concludes Project-Basis Consultant Search

The consultant will conduct an asset/liability study and develop an in-state equity program for the plan.

03.01.22
People Moves
Aptus Capital Advisors Adds ETF Specialist

He will guide allocators, outsourced cios/consultants, pensions and endowments and foundations through the firm’s lineup of actively managed ETFs.

03.01.22
Industry News
Outsourced CIO Raises Almost $1 Billion Across Five Funds

The firm’s clients include the Winston-Salem Foundation, College Futures Foundation, Choate Rosemary Hall, Rhode Island School of Design, Elon University and Willamette University, among others.

02.24.22
Consultant/OCIO/Discretionary
Southwest 457 Plan Seeking Consultant

County is seeking a consultant to assist in conducting an RFP for 457 plan provider services in addition to other services.

02.23.22
Consultant/OCIO/Discretionary
Southern State Plan Begins Investment Consultant Search

The search is due to the contract expiration of its incumbent consultant on June 30.

02.18.22
Consultant/OCIO/Discretionary
Southern University Hires New Consultant Following Search

A university in the South hired a new investment consultant for its endowment following a search from last year.

02.16.22
Consultant/OCIO/Discretionary
Midwest Foundation Rehires Consultant

A foundation based in the Midwest rehired its investment consultant under a three-year contract.

02.16.22
High-Yield
New England Plan Sets 2022 Manager Search Schedule

The plan will issue five RFPs this year, beginning with high-yield fixed-income this week.

02.16.22