Daily Feed

Multi-Asset/Investment Advisor
Southern State Agency Launches Search For Investment Services

The agency is searching for firms to provide banking, treasury management and investment services for its portfolio.

07.01.26
Multi-Asset/Investment Advisor
Southern College Seeks Investment Advisor

The college is seeking an investment advisor to oversee its portfolio, recommend strategies and assist in the selection and execution of investments.

07.01.26
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

The city has issued an RFP seeking investment advisory services for its municipal investment portfolio.

07.01.26
Equity
Midwest Pension Seeking Active Equity Strategies

The pension fund has issued an RFI seeking local managers offering active equity strategies.

07.01.26
People Moves
Midwest Foundation Seeks Finance Head

The foundation affiliated with a Midwestern university is searching for a cfo to spearhead its financial management and help oversee its investment portfolio.

07.01.26
People Moves
West Coast Foundation Seeks Next Finance Director, Treasurer

The foundation is searching for a new director of finance and treasurer after its previous finance head left following nearly a decade of service to join a growth equity firm as client portfolio manager.

07.01.26
People Moves
New England Foundation Appoints Next President

The higher education-affiliated foundation recently appointed its next president and ceo to guide its effort to advance the university’s mission through philanthropy, alumni engagement and investment management.

07.01.26
Consultant/OCIO/Discretionary
Midwest University Wraps Up Investment Consultant Search

The university recently retained its incumbent investment advisory firm after issuing an RFQ earlier this year.

07.01.26
Credit/Private Debt
New England Pension Approves Private Credit Commitments

The retirement fund made two commitments last month as part of its annual pacing plan.

06.30.26
People Moves
Investment Manager Adds Senior Analyst

The firm added a senior investment analyst to conduct company-level research as well as help construct and curate portfolios within its dividend focus strategy.

06.30.26