Consultant/OCIO/Discretionary
Canadian City Agency Seeking Outsourced CIO

The city agency has issued an RFP seeking an outsourced cio to manage its portfolio.

04.12.23
People Moves
Mid-Atlantic Organization Closing In On Next CFO/Treasurer, Seeking Investment Mgr.

The organization is closing in on hiring its next cfo and treasurer as it searches for an investment manager to help oversee its more than $2 billion in investments.

04.06.23
Industry News
Wealth & Asset Manager Acquires Minority Stake In Financial Advisory Firm

The wealth and asset management company acquired an approximately 20.5% stake in the financial advisory firm in exchange for a $622 million investment.

04.06.23
People Moves
Mid-Atlantic Foundation Searching For Director Of Investments, Names First CFO

The foundation is searching for a director of investments to assist in the oversight and management of its portfolio after hiring its first full time cfo to begin later this month.

04.06.23
Consultant/OCIO/Discretionary
Western System Extends Outsourced CIO Contract

The system approved extending its contract with its outsourced cio provider for one year through Dec. 31, 2024 after consolidating to one discretionary provider at the beginning of 2022.

04.06.23
Consultant/OCIO/Discretionary
Southern University Wraps Up Retirement Consultant Search

The university selected a firm to serve as retirement consultant for its optional retirement plans and provide fiduciary governance in the fourth quarter following the issuance of an RFP in July.

04.06.23
People Moves
Southern Foundation President Retiring, Search For Successor Ensues

The foundation has begun a national search for its next president and the current head’s resignation will be effective upon the appointment of a successor.

04.06.23
Emerging/Diverse Managers
Plan To Disclose Investment Mgr. Diversity

The nonprofit has been gathering diversity statistics on its managers for years but has not publicly disclosed the figures yet.

04.05.23
People Moves
Southern Health System Seeks Director Of Investments

The system is searching for a director of investments for public equities to manage due diligence, monitor investments and make recommendations on manager sizing, portfolio construction and asset allocation.

04.05.23
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Seeks Investment Advisor For Operating, OPEB Funds

The authority has issued an RFP seeking an investment advisor to oversee and manage its operating and other post-employment benefit trust funds.

04.05.23