Consultant/OCIO/Discretionary
Mid-Atlantic Community Foundation Eyes Investment Consultant

A community foundation based in the Mid-Atlantic region has issued an RFP seeking an investment consultant to oversee a portion of its investment portfolio.

10.14.21
Industry News
Western Foundation Names New CFO

A foundation in the West named its coo as its new v.p. for administration and cfo in the second quarter.

10.14.21
Industry News
Western University Names Private Equity CEO As Board Chair

A university based in the West has named the ceo of a global growth equity and alternatives investment firm as chair of its board of trustees.

10.14.21
ESG
New England College To Divest From Fossil Fuels

A college in New England will reduce its endowment’s fossil fuel holdings to zero over time and invest in energy transitions as part of its plan to address the ongoing climate crisis.

10.14.21
Multi-Asset/Investment Advisor
Southwest Tribal Organization Seeks Advisor For Retirement Plan

A Southwestern tribal organization is searching for an investment advisor to help launch a defined contribution employee retirement plan.

10.14.21
Private Equity
Southern Education System Makes Private Equity Commitment

An education system in the South approved a private equity commitment with a new manager at its board meeting last month.

10.14.21
Consultant/OCIO/Discretionary
Western College Foundation Seeks Discretionary Advisor

A college foundation in the West is searching for a firm to provide discretionary investment consulting services for its investment portfolio as part of standard due diligence.

10.14.21
Consultant/OCIO/Discretionary
New England University Switches Consultants, Makes PE Commitments

A university in New England has hired a new general investment consultant for its endowment, replacing its incumbent following a more than decade-long relationship.

10.07.21
Emerging/Diverse Managers
New England Health System Anchoring New Alts Fund Targeting Diverse Mgrs.

A health system in New England is anchoring a new fund that will seed alternative investment funds for diverse managers.

10.07.21
Consultant/OCIO/Discretionary
Mid-Atlantic Medical School Seeks Consultant For Employee Retirement Plans

A medical school in the Mid-Atlantic region has issued an RFP seeking a consultant for its 403(b), 457(b) and 401(a) employee retirement plan programs.

10.07.21