The organization is seeking firms to provide financial coaching, including group workshops covering budgeting, debt reduction, savings and investment basics; assist in the development, implementation and training of a financial assessment for employees and educate on responsible investing strategies.
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.
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.
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.