Daily Feed

Multi-Asset/Investment Advisor
New England Investment Pool Posts Investment Management RFP

The state’s treasurer has issued an RFP for an investment manager to provide services for its $1.4 billion Ocean State Investment Pool.

09.17.26
Consultant/OCIO/Discretionary
New England Pension Begins Private Markets Consultant Search

The plan s seeking firms interested in serving as a non-discretionary investment consultant in one or any combination of capacities across private markets.

09.17.26
Consultant/OCIO/Discretionary
Southeast DC Plans Seeking Advisor

The Citizens Property Insurance Corporation has issued an invitation to negotiate seeking financial advisory services for its retirement plans.

09.17.26
People Moves
Venture Firm Hires Analyst From Hospital System

The West Coast venture firm and incubator has hired a new investor, who was most recently an analyst at a Southern healthcare system.

09.16.26
Surveys/Studies
AI To Augment Advisors, Enable Firms To Expand Services & Grow Investment: Study

Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.

09.16.26
Consultant/OCIO/Discretionary
Mid-Atlantic Private Nonprofit Seeks Retirement Program Consultant

The organization is seeking a retirement program consultant to provide it with services related to reviewing and recommending a nonprofit employer retirement plan for approximately 80 employees.

09.16.26
People Moves
Western Endowment Hires Managing Director

The endowment hired the deputy cio of responsible investing for the New York City Comptroller’s Bureau of Asset Management to serve as a managing director and help lead its portfolio strategy.

09.16.26
Fixed-Income
Southern Foundation Adds Fixed-Income Managers

The foundation added two fixed-income managers to its more than $1 billion portfolio in the last year as it ceased working with a hedge fund manager focused on global macro and fixed-income relative value strategies.

09.16.26
Consultant/OCIO/Discretionary
Wealth Mgr. & Investment Advisor Acquiring Investment Consultant

The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.

09.16.26
Multi-Asset/Investment Advisor
Western Health Authority Seeks Investment Mgmt., Advisory Services

The authority is seeking one firm to provide portfolio management, asset allocation, risk management and proactive advice for its three portfolios.

09.16.26