In The News
Broke Colleges Resort to Mergers for Survival

Takeovers increase as a shakeup in higher education leaves schools in trouble. Northeastern does a deal for struggling Mills.

07.19.22
People Moves
Mid-Atlantic 529 Seeks Next Executive Director

The college savings plan is searching for its next executive director as its previous head left to join a Western university as its deputy cio last month.

07.14.22
Multi-Asset/Investment Advisor
Southern Plan Issues RFP For Manager To Handle Direct Investment

The plan is seeking an investment manager to handle an investment in a non-publicly traded financial security after conducting a search last year for firms to handle direct investments of financial securities that are not typically traded on financial markets.

07.14.22
Consultant/OCIO/Discretionary
Southern University Eyes Retirement Consultant

The university is seeking a consultant to provide fiduciary governance for its optional retirement plans.

07.14.22
People Moves
Managing Principal Departs Investment Consultant

The managing principal and consultant left the Northeastern-based firm on June 30 after more than 16 years of service.

07.14.22
International / Global / Emerging Markets
New England University Increases International Equity Exposure

The institution approved increasing its investment with an existing equity manager for the third time in over a year after first hiring the firm in early 2020.

07.14.22
People Moves
Northeastern University Wraps Up CFO Search

The institution hired an associate v.p. for finance from a Midwestern university to serve as its next cfo following a search from the beginning of the year.

07.14.22
Consultant/OCIO/Discretionary
Southern Healthcare System Issues Investment Consultant RFP

The system is searching for an investment consultant for its defined pension fund, defined contribution plan and operating funds.

07.14.22
Consultant/OCIO/Discretionary
Western 529 Plan Seeks Investment Consultant

The plan has issued an RFP seeking an investment consultant to oversee and advise on its assets due to the Aug. 31 contract expiration of its incumbent provider, which is allowed to rebid.

07.14.22
Multi-Asset/Investment Advisor
Southern Trust Fund Seeks Investment Advisor

Selected firm will serve as a discretionary investment manager as well as help update the investment policy and monitor fund holdings.

07.07.22