Consultant/OCIO/Discretionary
Mid-Atlantic Association Searching For Consultant

The association has issued an RFP seeking an investment consultant to advise on its approximately $225 million in investments across 12 sub funds for standard due diligence purposes.

05.05.23
Administrator/Record Keeper
Southern University System Seeks Record Keepers

The university is searching for record keepers for its five defined contributions plans as it periodically reviews the programs and is considering consolidating to a single provider.

05.05.23
Consultant/OCIO/Discretionary
New England Organization Issues Investment Consultant RFP

The organization is seeking an investment consultant to advise on matters related to its investments, including transaction structuring, underwriting and asset management.

05.04.23
Multi-Asset/Investment Advisor
Northeast Organization To Conduct Investment Advisor Search

The organization will seek firms interested in providing investment advisory services for its endowment as part of its commitment to good governance.

05.04.23
People Moves
Private Markets Manager Announces Promotions

The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.

05.04.23
People Moves
Western Foundation Adds Investments Principal From Nearby Nonprofit

The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.

05.04.23
ESG
Western University Latest To Approve Fossil Fuel Divestment

The university will begin divesting its endowment from fossil fuels immediately as it also explores options for clean energy investments.

05.04.23
Industry News
Investment Advisor to Acquire HNW Investment Consulting, Advisory Firm

The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.

05.04.23
Alternatives
New England University Makes HF Redemption, Adds PE Commitment

The university approved fully liquidating a hedge fund manager and committing to a private equity strategy within its endowment in the first quarter.

05.04.23
Consultant/OCIO/Discretionary
Southern Hospital Issues Investment Consultant RFP

The hospital has issued an RFP seeking an investment consultant for its portfolio, which is divided between three advisors.

05.01.23