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Consultant/OCIO/Discretionary
Mid-Atlantic Private Nonprofit Seeks Retirement Program Consultant
The organization is seeking a retirement program consultant to provide it with services related to reviewing and recommending a nonprofit employer retirement plan for approximately 80 employees.
09.16.26
Southwest State Treasurer Issues Investment Mgr. RFP
The current provider will see its contract expire at the end of the year.
09.17.26
Northwest Pension Approves Real Assets Investment Plan
The pension plan also hired three core real estate managers this week.
09.17.26
Northeast Pension Hires Private Credit Managers
The plan hired four private credit managers as part of a search at today’s board meeting.
09.17.26
New England Investment Pool Posts Investment Management RFP
The state’s treasurer has issued an RFP for an investment manager to provide services for its $1.4 billion Ocean State Investment Pool.
09.17.26
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New England Pension Posts Private Markets Consultant RFP
The plan s seeking firms interested in serving as a non-discretionary investment consultant in one or any combination of capacities across private markets.
09.17.26
Southeast DC Plans Seeking Advisor
The Citizens Property Insurance Corporation has issued an invitation to negotiate seeking financial advisory services for its retirement plans.
09.17.26
In The News
Oil, Lawsuits, AI: Inside Harvard’s Increasingly Opaque $57 Billion Endowment
A Harvard Crimson analysis of nearly 3,400 tax records traced Harvard’s endowment through a sprawling network of outside funds, revealing investments tied to fossil fuels, litigation finance, private companies, catastrophe risk, and more.
The Struggling Colleges Raiding Their Endowments to Pay the Bills
It’s the last resort for institutions on the brink: tapping restricted funds from donors to keep the lights on. ‘The money they donated is not being used for what they gave it for.’
University Endowments Are About to Strike It Big on the SpaceX IPO
SpaceX is among the most widely held investments across colleges and universities, endowment executives say, likely making the rocket company’s coming IPO one of the great windfalls for American endowments.
Princeton spared from endowment tax, PRINCO executive says, saving hundreds of millions
Princeton will not have to pay any net investment income tax on returns from its $36.4 billion endowment, a University investment official said at a private event in January, after a recent expansion of its undergraduate financial aid program left the University below a 3,000 tuition-paying student threshold to qualify for taxation.
