News

Extensive and timely coverage of the institutional industry.

People Moves
Southern University Names New Finance V.P.

The new v.p. for finance and administration will be tasked with expanding revenue opportunities, reducing expenditures and leading improvement initiatives.

10.16.25
People Moves
New England Nonprofit Seeks CFO

The foundation’s previous finance head left last year to join another nonprofit.

10.16.25
Multi-Asset/Investment Advisor
Midwest Treasurer Cancels Program Manager Search

The recently canceled search received one proposal for the services.

10.15.25
People Moves
Investment Manager Names Chief Global Market Strategist

The firm promoted a global market strategist covering North America to serve as its chief global market strategist, responsible for the development and communication of the firm’s investment outlooks and insights.

10.15.25
People Moves
Financial Services Company Names Next CEO

The firm, which provides record keeping and third-party administrator services for public retirement plans and college savings plans, has promoted its president as its next ceo.

10.15.25
Consultant/OCIO/Discretionary
Midwest University Extends Deadline In Search For Firms To Evaluate Investment Office Operations

The university has extended the deadline for proposals in its search for investment consultant or other firms to help evaluate operations and processes within its investment office to Oct. 15.

10.15.25
Multi-Asset/Investment Advisor
Southern Fund Seeks To Actively Manage Investment Funds

The fund has issued an RFP seeking investment firms and/or financial advisors to provide strategic financial guidance and actively manage investment funds on a day-to-day basis.

10.15.25
People Moves
Financial Services Firm Appoints Prez As It Moves Asset Mgmt. Subsidiaries Under One Pillar

The firm has appointed its chief risk officer as president of its asset management business, bringing its asset management subsidiaries together under one pillar.

10.15.25
Administrator - Bundled
Southern University System Hires Retirement Plan Providers

The system retained five firms to provide investment products and services for its retirement program to conclude an RFP process from last year.

10.15.25
Real Assets
Endowments and Foundations Should Diversify Real Assets Beyond Real Estate, Energy: OCIO

Nonprofit investors can find attractive investment opportunities in precious metals like gold, critical minerals like lithium and agriculture that diversify their real assets portfolio, while also providing a potential hedge against ‘stagflation.’

10.15.25