Domestic Equity
Boutique Investment Firm Launches Energy Resilience Strategy

The firm launched an actively managed, high-conviction equity portfolio as it recognized the need for a diversified mix of energy sources to meet rising demand.

12.17.25
Multi-Asset/Investment Advisor
Western University Retains Incumbent Investment Advisor

The university selected its incumbent investment advisor to conclude an RFP process for an investment advisory firm launched in the third quarter.

12.17.25
Consultant/OCIO/Discretionary
Midwest Foundation Selects New Consultant

The foundation selected a new general investment consultant to oversee its portfolio after launching a search earlier this year as it had been five years since it last put the services out for bid.

12.16.25
People Moves
Outsourced CIO Seeks Investment Performance Manager

The discretionary advisor is seeking an investment performance reporting manager to assist in data collection and analysis.

12.16.25
Consultant/OCIO/Discretionary
New England Agency Launches Consultant Search

The agency is seeking an investment consultant to advise on its two portfolios, including monitoring manager performance, conducting asset allocation reviews and recommending investment policy improvements.

12.15.25
Trends
Evolving Outsourced CIO Model Requires Flexibility, Private Mkt. Manager Access: Russell Investments

Outsourced cio providers can best meet endowments and foundations’ growing demand for exposure to the best private market asset managers through dedicated research teams and tailored service models.

12.11.25
Multi-Asset/Investment Advisor
Midwest Treasurer Relaunches Program Manager Search

The office has relaunched a search for a program manager to provide investment management, plan design, administrative and record keeping services for its plan serving individuals with disabilities.

12.10.25
Multi-Asset/Investment Advisor
Midwest Foundation Issues Investment Management & Banking Services RFP

The foundation has issued an RFP seeking firms to provide investment management and banking services for its portfolio.

12.10.25
Equity
Western Fund Approves Int’l Equity Mgr. Search

The fund’s general investment consultant recommended the search for a core manager to complement its existing international equity managers.

12.04.25
Consultant/OCIO/Discretionary
West Coast Nonprofit Seeks Consultant For Impact Fund

The nonprofit is looking to partner with a consultant to conduct a feasibility study for a possible blended capital impact investment fund.

12.04.25