People Moves
Los Angeles Healthcare Institution Searching For MDs

The institution is looking to build out its investment team with a managing director for public investments and a managing director for private investments.

02.14.23
Consultant/OCIO/Discretionary
Western 529 Plan Issues Industry Consultant RFP

The college savings plan has issued its RFP seeking 529 industry consulting services due to the April 16 contract expiration of its incumbent provider.

02.14.23
Consultant/OCIO/Discretionary
Western University Foundation Issues Consultant RFP

The foundation has issued an RFP seeking a consultant to serve as a partial discretionary advisor to its investment and finance committee and advise on investment policy, asset allocation and investment management.

02.09.23
Multi-Asset/Investment Advisor
Organization Launches RFP Questionnaire Template For E&Fs

The organization has launched a free publicly available RFP questionnaire template for foundations and endowments looking to conduct a search for an investment advisor.

02.09.23
Asset Study/Review
Southern Education System Mulling A/A Changes

The education system will consider revisions to the target asset allocation for its portfolio as part of changes to its investment policy statement at a special meeting today.

02.09.23
Equity
Southern Institution Terminates Public Equity, EME, HF Investments

The institution will come back with a recommendation on how to redeploy the assets from recently terminated public equity and hedge fund managers at a future meeting.

02.09.23
Asset Study/Review
Southern Healthcare System Conducting A/A Studies; Closing In On Consultant Selection

The healthcare system is currently conducting asset allocation studies for its operating fund and pension plan after receiving an education from its investment consultant on new asset classes including, private equity, private debt and real estate at a November workshop.

02.08.23
Industry News
Global Financial Advisory Firm Relocates Atlanta Office

The firm has relocated its Atlanta office to the Buckhead Village district from the North Buckhead neighborhood.

02.08.23
Multi-Asset/Investment Advisor
Western Plan Selects New Program Manager

The plan selected a new program manager as its board meeting this week following a search from late 2022 due to the incumbent provider’s contract expiration.

02.08.23
People Moves
Mid-Atlantic University Concludes CIO Search With Internal Hire

The university concluded its search for a cio from last year by filling the position internally, naming its director of investments and interim cio as its investment head.

02.08.23