News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
New England University Foundation Retains Investment Consultant

The foundation hired an investment consultant to provide non-discretionary services for its portfolio over three other firms after conducting an RFQ and RFP process last year.

10.16.24
Fixed-Income
Midwest Foundation Terminates Western Asset

The foundation terminated an unconstrained fixed-income manager and reinvested the redemption proceeds with an existing firm at its board meeting in late September.

10.16.24
People Moves
Midwest Foundation Hires Impact Investing Director

The foundation has hired a director of impact investing to oversee its program-related and mission-related investment portfolio totaling more than $120 million.

10.16.24
Consultant/OCIO/Discretionary
Mid-Atlantic Pension Begins Consultant Search

The consultant will advise on four retirement funds.

10.16.24
People Moves
Mid-Atlantic University Seeks Analyst

The investment analyst will help conduct due diligence on new and existing investment managers across public and private equity and credit.

10.16.24
Consultant/OCIO/Discretionary
Western College Savings Plans Look To Retain Program Consultant

The institution is looking to enter a contract with a firm to provide strategic, legal and programmatic consulting services for the 529 plans.

10.16.24
People Moves
Southern Health System Names New CFO

The system hired a new cfo to oversee its corporate finance, investment, supply chain, construction and facilities teams in the second quarter.

10.16.24
Stable Value
Midwest DC Plan Terminates Stable Value Mgr.

The deferred compensation plan terminated a stable value fixed-income manager to improve its risk/return profile yesterday.

10.16.24
Asset Study/Review
Midwest State University Revises A/A

The university recently increased its allocations to domestic equity and intermediate-term fixed-income following a recommendation from its outsourced cio, which completed an annual strategic asset allocation review.

10.16.24
Consultant/OCIO/Discretionary
Midwest University Issues Advisor RFP

A university based in the Midwest has launched a search for an firm to advise on its short-term fixed-income and cash portfolio.

10.16.24