News

Extensive and timely coverage of the institutional industry.

Administrator - Bundled
Mid-Atlantic Supplemental Plans Seeking TPA

The current provider will see its contract expire next year.

10.17.24
Multi-Asset/Investment Advisor
Western Water District Taps Investment Advisor

The district previously invested its funds with the state treasurer’s investment fund and local banks.

10.17.24
Consultant/OCIO/Discretionary
New England Trust Appoints New OCIO

The plan issued an RFP in December after its previous outsourced cio was acquired.

10.17.24
Administrator - Bundled
Great Lakes 457 Plan Snags New Bundled Provider

The city worked with its previously provider for 32 years.

10.17.24
Consultant/OCIO/Discretionary
Western Trust Fund Launches Consultant Search

The general investment consultant’s oversight responsibilities will include annual evaluations of investment policies and risk levels and quarterly reviews of investment performance and asset allocation mix.

10.17.24
People Moves
Verus Adds Portfolio Mgmt. Managing Director

The firm has hired a managing director of portfolio management to lead the investment management efforts for its discretionary consulting business.

10.17.24
Consultant/OCIO/Discretionary
Pathstone Acquiring Outsourced CIO

The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.

10.16.24
People Moves
Mid-Atlantic College Names New Finance V.P.

The college hired a new v.p. for finance and administration in the second quarter to oversee its finances, management of its endowment and risk management, among other areas.

10.16.24
People Moves
Investment Firm Adds Director Of Charitable Giving Solutions

The firm hired a director of charitable giving solutions within its nonprofit practice to oversee its national strategy and implement donor advised fund and private foundation administration solutions.

10.16.24
People Moves
Southern University Adds Five To Board, Including One PE Investor

The university has added five new members to its board of trustees, including one private equity investor, to oversee and align its strategic direction, educational policy, finances and operations with its mission.

10.16.24