News

Extensive and timely coverage of the institutional industry.

Multi-Asset/Investment Advisor
Southern Health System Eyes Retirement Plans Advisor

The health system has issued an RFP seeking an investment advisor for its 401(a), 403(b) and 457(b) plans likely due to the impending contract expiration of its incumbent provider.

10.22.25
ESG
West Coast College Divesting From Weapons Manufacturers

The college approved a new investment policy statement that included a directive to divest direct exposures to weapons manufacturers.

10.22.25
People Moves
Southern University Lands Next Finance Head

The university’s previous finance head passed away in the second quarter.

10.22.25
People Moves
Midwest University Investment Team Experiencing Departures

The university has experienced staff departures within its investment office in recent months, including its managing director of private equity and an associate portfolio manager for inflation sensitive and diversifying assets.

10.22.25
Consultant/OCIO/Discretionary
Southern Foundation Issues Impact Investing Consultant RFP

The foundation is searching for a firm to design and implement a comprehensive impact-investing strategy for its investment portfolio, including designing allocation models, targets or benchmarks across asset classes around the themes of health, education and the environment.

10.22.25
People Moves
BTG Pactual Global Alts. Taps Credit Head

BTG Pactual Global Alternatives has hired Chris Allen as head of performing credit.

10.22.25
Passive Equity
Midwest Pension Consolidates Passive Management

The plan consolidated its passive management to a single firm in August.

10.22.25
People Moves
Investment Bank Advisor Hires MD Focused On Ratings Advisory

The investment banking advisory firm hired a managing director to focus on ratings advisory for its private capital markets and debt advisory group.

10.22.25
Consultant/OCIO/Discretionary
Midwest Plan Names Consultant Finalists

The plan is currently conducting due diligence on two firms.

10.22.25
People Moves
Great Plains Health System Looks To Hire Investment Manager

The healthcare system is searching for an investment manager to source and conduct due diligence on prospective managers, analyze existing managers, asset allocation or market trends and support the general structuring of the portfolio.

10.22.25