Asset Study/Review
Church Pension Adjusts Retirement Plan Lineup

The pension plan approved the addition of three new strategies with its retirement plan fund lineup at its March meeting.

03.18.26
Consultant/OCIO/Discretionary
Southern State Wraps Up Consultant Search

The state selected the incumbent consultant to continue advising its 529 plan and other funds following an RFP process from last year.

03.18.26
People Moves
Southern University Adds New Investment Analyst

The university added an investment analyst to its public markets team as a part of its three-year analyst program.

03.18.26
Multi-Asset/Investment Advisor
Midwest ABLE Plan Selects New Program Manager

The plan selected a new program manager after initiating a search in the second quarter.

03.18.26
People Moves
Mid-Atlantic University Seeks Investment Analyst

The university is seeking an investment analyst to assist with portfolio management, including monitoring existing managers and due diligence and evaluation of prospective managers.

03.18.26
People Moves
Southern Healthcare System Seeks Investment Staffer

The analyst will help in sourcing, evaluating and monitoring managers across asset classes as well as conducting qualitative and quantitative due diligence on prospective firms.

03.11.26
Multi-Asset/Investment Advisor
Southern Institution To Consider Selecting Advisor, Revising A/A

The university will consider a recommendation to select an investment advisor for its endowed and non-endowed portfolios alongside potential asset allocation changes within the endowment at its March meeting.

03.11.26
Multi-Asset/Investment Advisor
Northeast Foundation Issues Investment Management RFP

The foundation has issued an RFP seeking firms to provide oversight and guidance for portfolio, including recommending alternative investments.

03.11.26
People Moves
Midwest College Wraps Up V.P. Search, Names Next Finance Head

The college has hired a new v.p. for finance to oversee its financial planning, budgeting, accounting and reporting as well as manage cash flow and investments following national search from late 2025.

03.11.26
People Moves
Midwest University Hires Investment Associate From Outsourced CIO

The university hired an investment associate from an outsourced cio to help oversee its endowment and provide investment research and portfolio analysis.

03.11.26