Consultant/OCIO/Discretionary

Hedge Funds
New England Plan Concludes HF Partner Search

The plan hired a firm that will help build a direct hedge fund portfolio.

04.14.21
Consultant/OCIO/Discretionary
Callan Adds Two V.P.s To Alts Consulting Group

One began on April 5, while the other joins on May 10.

04.13.21
People Moves
New England College Names First CIO From Yale

An investment director at Yale University will join a New England college as its first cio at the end of the second quarter.

04.12.21
Credit/Private Debt
West Coast Plan Posts Private Credit Mgr. RFP

The plan is seeking a firm to provide non-discretionary management services for its newly created private credit portfolio.

04.12.21
Consultant/OCIO/Discretionary
Midwest School Plan Slates Investment Consultant RFP

The plan expects to issue the RFP this quarter with an anticipated contract start date of Jan. 1.

04.09.21
Consultant/OCIO/Discretionary
AndCo Expands Texas Presence With New Consultant

He will help build the firm’s presence in Texas as well as further expand its defined contribution and defined benefit capabilities nationally.

04.08.21
Searches And Hires
Southern University Issues Discretionary Manager RFP

A university in the South has issued an RFP seeking a firm to provide discretionary investment management services for an internally managed investment portfolio.

04.08.21
ESG
Great Plains Institution Considering ESG-Provision To Investment Policy

A university based in the Great Plains region is weighing an ESG provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings at its board meeting Friday.

04.08.21
Searches And Hires
Mid-Atlantic 529 Plan Seeks Investment Consultant

A 529 plan in the Mid-Atlantic region has issued an RFP seeking an investment advisor for its three plans.

04.08.21
Industry News
Pacific Investment Consultants To Join CAPTRUST

Pacific Investment Consultants has joined CAPTRUST Financial Advisors, the firm announced.

04.08.21