News

Extensive and timely coverage of the institutional industry.

Administrator/Record Keeper
Southern University Record Keeper, Investment Services For Retirement Plans

The university is seeking firms to provide lead record keeper, investment, administrative, and participant services for its retirement plans as it looks to consolidate to four vendors.

09.25.24
Surveys/Studies
Geopolitics Emerge As Most Pressing Investment-Related Threat, But Also Opportunity Set: Report

As potential flashpoints around the world weigh heavy on the minds of global institutional investors, many still expect to capitalize on the volatility stirred up by political trends in the long run.

09.25.24
MRI/Social Investments
Western Foundation Eyes Director For PRI Program; Public Markets Analyst

The foundation is conducting searches for a director of portfolio management for its program-related investments portfolio and a public markets investment analyst.

09.25.24
Real Estate
Real Estate Mgr. Forms Globally Focused Investment Mgmt. Leadership Team

The firm has updated its investing leadership structure, forming a globally-focused investment management leadership team, in preparation for its next phase of growth.

09.25.24
People Moves
Southern Health System Hires Treasurer

The system hired a new treasurer to direct and perform the cash management functions for its portfolio in the second quarter.

09.25.24
Credit/Private Debt
Two Investment Managers Forming Private Credit Joint Venture

The joint venture will provide flexible private credit solutions that support the needs of lower and middle market businesses.

09.25.24
ESG
New England University Votes Against Divestment Proposal

The university’s board of trustees voted against a proposal to divest from weapons manufacturers and other companies involved in the Israel-Hamas war last week.

09.25.24
Consultant/OCIO/Discretionary
Midwest University Foundation Seeks Help For Upcoming OCIO Search

The foundation has issued an RFP seeking a firm to help it conduct a search for an outsourced cio to manage its portfolio.

09.25.24
People Moves
Mid-Atlantic University Searching For Next CFO

The university is searching for a new v.p. for finance and administration as its previous finance head left in July to take over as chief financial and operational officer at a nearby foundation.

09.25.24
People Moves
West Coast Plan Starts Exec. Director Search

The search is due to the upcoming retirement of its executive director in April.

09.24.24