Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Mgmt. RFP

The foundation is seeking investment management services for its portfolio and the selected firm will be tasked with investing funds and other negotiable assets to produce maximum total return.

03.01.23
People Moves
New Midwest Health System Hires First Investment Head

The health system hired its first investment head to oversee approximately $9 billion in assets across its operating, defined benefit pension and health insurance pools.

03.01.23
People Moves
New England University Hires New CFO

The university hired a new cfo earlier this month after its previous finance head left to join a nearby community foundation at the beginning of the year.

02.23.23
People Moves
New England Jewish Community Foundation Hires New CFO

The foundation hired a new cfo at the beginning of the year to succeed its previous finance head, who retired after 22 years of service.

02.23.23
Industry News
Church Settles With SEC Over Financial Reporting

The church and its affiliated investment manager have paid settlements to close a matter regarding disclosure failures and misstated filings with the Securities and Exchange Commission.

02.23.23
Consultant/OCIO/Discretionary
Western 529 Plan Issues Investment Consultant RFP

The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.

02.23.23
People Moves
New York Foundation Seeks Investment Director

The foundation is searching for an investment director to oversee its various investment functions and participate in manager searches and selections.

02.22.23
Industry News
Private Markets Firm Opens New Office In Shanghai

The firm has opened a new office in Shanghai to emphasize its commitment to the Asia Pacific region and now has six locations in the region.

02.22.23
Multi-Asset/Investment Advisor
Southern University Selects Treasury Mgmt. Services Provider

The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.

02.22.23
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.

02.22.23