The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.
The college recently concluded its search for a firm to provide investment and plan advisory service for its defined contribution plans, retaining its incumbent advisor.
The outsourced cio is closing down after more than a decade of service and is in the process of offboarding clients, which it manages approximately $2.1 billion on behalf of.
The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.
The university has issued an RFP seeking an investment consultant for its retirement plans as it recognizes the importance of reviewing its processes for selecting and monitoring record keepers and investment options.
The pension plan will consider approving a private debt manager search and a new 2025 fiscal year asset allocation policy for its four systems this week.