Searches And Hires
West Coast Plan Seeks Mgr. For Retirement Plans

Search is for a firm to provide investment management and record keeping services for retirement plans due to the upcoming contract expiration of its current providers.

03.10.22
International / Global / Emerging Markets
New England University Adds New International Equity Mgrs.; Rehires Record Keeper

A university in New England has added new international equity managers following an asset allocation study.

03.10.22
Multi-Asset/Investment Advisor
Midwest Community College Selects Investment Advisor

A community college based in Illinois has selected an investment advisor following a search from last year as it sought one firm to handle all its investment services.

03.10.22
People Moves
Southern University Seeks Next CFO

A university based in the South is looking to hire its next cfo as its finance head is set to retire.

03.10.22
People Moves
Midwest Engineering School Searches For Finance Head

An engineering school in the Midwest is looking to hire a v.p. of finance and cfo to oversee its finances and endowment as its current finance head is set to retire in the second quarter.

03.10.22
MRI/Social Investments
Midwest Catholic Group Seeks Impact-Focused Investments

A Catholic foundation in the Midwest is looking to add more impact-focused real assets and special situation investments this year.

03.03.22
Multi-Asset/Investment Advisor
Pacific Northwest Association Issues RFP

A nonprofit association in the Pacific Northwest is seeking an investment advisor for its investment portfolio and an insurance trust.

03.03.22
Non-U.S. & Global Equity
Southern University Updates A/A For Endowed, Non-Endowed Portfolios

A university in the South made changes to the target asset allocations for its endowment and non-endowed portfolios at its Feb. 24 committee meeting.

03.03.22
Asset Study/Review
Midwest 529 Adds U.S. Small-Cap, Core Bond Investment Options

A Midwestern college savings trust authority has adjusted the underlying fund investment options for two of its plans, adding small-cap equity, emerging markets equity, core bond and real estate options.

03.03.22
Asset Study/Review
Midwest Diocese To Update IPS Following New Advisor Hire

An episcopal diocese in the Midwest will update its investment policy this spring after selecting a new investment advisor in late 2021.

03.03.22