Searches And Hires
Southern Plan Seeks Managers To Handle Non-Traditional Direct Investments

A plan in the South has issued an RFP seeking investment managers to handle direct investments of financial securities not typically traded on financial markets.

09.16.21
Multi-Asset/Investment Advisor
Mid-Atlantic University Retains Investment Advisor

A university in the Mid-Atlantic region rehired its investment advisor following issuance of an RFP in the second quarter due to the firm’s contract expiration.

09.16.21
MRI/Social Investments
Governmental Department Seeks Investment Mgrs., Other Entities To Implement Social Finance Fund

A governmental department has issued a call for one or more investment managers, funding vehicles and nonprofit and for-profit organizations to implements a social finance fund.

09.16.21
Multi-Asset/Investment Advisor
Southwest Plan Extends RFP Deadline

Southwest Plan Extends Co-Investment Program RFP Deadline

09.16.21
MRI/Social Investments
Northeast Religious Association Seeks Consultants To Help Implement Racial Justice Investing Plan

A religious association in the Northeast is seeking proposals from consultants to assist in implementing its racial justice investing plan.

09.13.21
ESG
New England University Divesting From Fossil Fuels

A university in New England will not directly invest in companies that explore for or develop fossil fuels and will refrain from indirect investments in funds with holdings in the fossil fuel industry going forward.

09.10.21
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Selects Outsourced CIO To Co-Create Mission-Aligned Strategy

A foundation in the Mid-Atlantic region has selected an outsourced cio to manage its endowment and help create a mission-aligned investment strategy following a search from last year.

09.09.21
Multi-Asset/Investment Advisor
Western College System Seeks Investment Advisory, Custodial Services

A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.

09.09.21
Multi-Asset/Investment Advisor
Southern Fund Eyes Becoming Investment Corporation

A fund in the South began an initial review of articles of incorporation to create a special purpose governmental corporation to oversee and manage the investment fund and handle day-to-day operations.

09.09.21
International / Global / Emerging Markets
Great Plains Fund Replacing EME, Int’l Equity Mgrs.

A fund based in the Great Plains region approved replacing two emerging markets equity managers and an international small-cap equity manager at its August board meeting.

09.09.21