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People Moves
New England University Adds Board Fellows, Trustees

An Ivy League university elected two members to its board of fellows and eight members to its board of trustees in May.

06.12.25
Surveys/Studies
Advisors Provide Primary Access Point To Rapidly Evolving Alternative Investments: Study

A new report indicates that lack of liquidity and high fees remain the largest barriers for private markets strategies in the financial advisor industry.

06.12.25
Administrator - Bundled
Midwest State Prepares 529 Manager Search

A state based in the Midwest is preparing an RFP for a program manager for its $4.4 billion college savings program.

06.12.25
Multi-Asset/Investment Advisor
Southern Plan Issues Advisor RFP

A university system based in a Southern state is searching for an investment advisor for its $13 billion retirement plan portfolio.

06.12.25
People Moves
New York Foundation Searches For CIO

The foundation brought on an interim cio as the group started a national search to replace its permanent cio departing this summer.

06.12.25
People Moves
New York Foundation Seeks Director

A foundation based in New York is looking to add an investment director to its team overseeing an approximately $2.1 billion portfolio following a recent departure.

06.12.25
Multi-Asset/Investment Advisor
Mountain State Foundation Issues RFP

A foundation based in a Mountain State is looking to hire an investment manager to oversee its approximately $40 million investment portfolio.

06.12.25
Searches And Hires
Western Trust Fund Approves Alternatives Commitments

A trust fund based in a Western state has approved the addition of a private equity fund-of-one, a real estate strategy and a custom, multi-asset alternative mandate to its portfolio.

06.11.25
Private Equity
Southern University Inks Private Equity Commitments

A university based in a Southern state approved commitments to a private equity buyout fund and a venture capital fund, with plans to add more later this year.

06.11.25
Consultant/OCIO/Discretionary
Canadian University Selects Outsourced CIO For Endowment, Operating Portfolios

The university selected a discretionary advisor to select managers, handle executive asset allocation decisions, develop investment strategies and manage the investment processes after issuing an RFP for the services last year.

06.11.25