Consultant/OCIO/Discretionary
Western Education System To Review Outsourced CIO Relationship

The system will review its relationship with its outsourced cio during its March 31 investment committee meeting and consider either extending the firm’s contract for an additional one-year period or directing staff to initiate an RFP process.

03.30.23
People Moves
Western Foundation Seeks Private Markets Manager

The foundation is seeking an investment manager for private markets to help source and evaluate investment strategies across buyout, growth, venture capital, special situations, real estate and infrastructure.

03.30.23
In The News
White House to Call for New Midsize Bank Rules After SVB, Signature Failures

The White House is planning as soon as this week to recommend tougher rules for midsize banks, according to people familiar with the matter, after the collapse of two lenders earlier this month sent tremors through the banking system.

03.29.23
People Moves
Western University Seeks Investment Risk Mgmt. Officer

The university is searching for an investment risk management officer to oversee the design and implementation of data infrastructure.

03.29.23
People Moves
Insurance Company Asset Mgmt. Arm Adds MD, Senior Relationship Manager

The firm hired a managing director and senior relationship manager to help clients address their strategic investment challenges and contribute their fiduciary expertise to the firm’s global growth plans and expansion of its institutional client base.

03.29.23
Multi-Asset/Investment Advisor
Southwest University Seeks Investment Advisory, Mgmt. Services

The university has issued an RFP seeking a firm to help set its long-term investment and endowment strategy and develop an investment policy after conducting a similar search in 2021.

03.29.23
Consultant/OCIO/Discretionary
Mid-Atlantic Agency Seeks Retirement Plans Consultant

The commission has issued an RFP seeking a firm to provide retirement plan fiduciary consulting services for its 401(a) defined contribution, 403(b) deferred compensation, 403(b) supplemental and 457(b) deferred compensation plans.

03.29.23
People Moves
Western University System Eyes Next Treasurer & CIO

The institution is searching for its next treasurer and cio to oversee its cash, debt and investments after its previous investment head left in late 2022 to pursue another opportunity.

03.29.23
Administrator - Bundled
Western University Issues Retirement Plans Admin. RFP

The university has issued an RFP seeking a bundled service provider for its 401(a) and 403(b) plans to review the market’s best practices regarding record keeping, plan sponsor and participant services, employee education and plan expenses.

03.29.23
People Moves
Investment Manager Adds V.P. Of Sustainability

The firm hired a v.p. of sustainability global markets to oversee execution of sustainability and stewardship initiatives and serve as an advocate and spokesperson with clients, external organizations, policymakers, regulators and internal stakeholders.

03.23.23