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
People Moves
Pacific Northwest University Eyes Next CFO

The university’s v.p. and cfo is stepping down from the role later this spring to join a West Coast university as its next v.p. for finance and administration.

03.23.23
People Moves
Midwest University Adds Senior Investment Professional To Board Of Trustees

The university added a senior v.p. for investments and branch manager at a financial advisory firm to its board of trustees in the fourth quarter.

03.23.23
People Moves
Investment Advisor Names New Partner

The firm promoted an investments and planning team member to partner on Jan. 1 and they will continue to serve as an investment advisor and portfolio manager.

03.23.23
Alternatives
Great Lakes University Discloses Follow-On Credit, VC, PE Commitments

The university disclosed follow-on commitments to existing credit, venture capital and private equity manager relationships made between September 2022 and January.

03.23.23
People Moves
National Association Names Next President

The association has named its next president and ceo to lead, direct and manage the organization following a search from last year as its previous head died after battling cancer.

03.23.23