Consultant/OCIO/Discretionary
Southern Nonprofit Issues Consultant RFP

The organization is searching for an investment consultant to assist with strategic investment planning, investment manager due diligence, investment market research, portfolio monitoring and investment performance measurement.

11.29.23
In The News
State bill calls for taxing wealthy private colleges with endowments over $1B

A group of local college students, along with a handful of Massachusetts lawmakers, are advocating to tax nearly a dozen elite Massachusetts colleges and universities, whose multibillion-dollar endowments they say should fund early and higher education opportunities for students beyond these campuses.

11.28.23
People Moves
New England College Adds Two Board Members

The college has added two new members to its board of trustees, including one with investment experience.

11.22.23
People Moves
Investment Manager Hires MD To Lead DEI Investment Strategies

The firm has hired a managing director to oversee its DEI investment portfolio and HBCU investment strategy.

11.21.23
People Moves
New England University Adds Principal To Investment Team

The university added a principal to its investment team in the third quarter to focus on real estate investments.

11.21.23
Private Equity
Southern University System Considers New Private Equity Mgr.

The university was slated to approve a buyout private equity commitment to a new manager within its endowment at its meeting last week.

11.21.23
Multi-Asset/Investment Advisor
Southern Community College Seeks Financial Advisory Services

The college is seeking a firm to advise and assist in the development of short-term and long-range financing plans as well as advise on investment of funds.

11.21.23
Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Advisor RFP

The institute has issued an RFP seeking an investment advisor to manage fund managers, recommend allocation changes and provide objective, external reporting on performance after canceling a search in 2021.

11.21.23
People Moves
Mid-Atlantic Institution Makes Hire In Director Of Investments Search

The institution hired a director of investments to assist in the oversight and management of its $1.1 billion portfolio after launching a search in the second quarter.

11.21.23
People Moves
Northeastern Health System Hires CIO From Nearby University

The health system has hired a cio from a nearby university to direct its investment strategy.

11.20.23