Asset Study/Review
Midwest Plan Adjusts Fund Manager Roster

A plan based in the Midwest has adjusted its investment manager lineup.

01.07.21
Administrator/Record Keeper
New England Fund Seeks Retirement Plans Record Keeper

A fund based in New England has issued an RFP seeking a record keeper for its retirement plans as it looks to implement a single provider configuration.

01.07.21
Industry News
Credit Firm Acquires Investment Advisor

Advisor’s management team will join a new platform at the private credit firm.

01.07.21
Administrator - Bundled
Southern Plans Searching For Program Manager

Plans based in the South are searching for a firm to provide program manager services due to the impending contract expiration of its current provider in the third quarter.

01.07.21
Industry News
Mid-Atlantic University Foundation Names Next CEO

A foundation for a Mid-Atlantic-based university has named its next ceo following a search for the position from last year.

01.07.21
Industry News
Midwestern University Hires Director Of Investments

A university in the Midwest hired a director of investments to assist with investment policy and strategy, portfolio management and investment management last fall.

01.07.21
Industry News
Firm Acquires Investment Advisor

The firm’s acquisition is expected to close in the first quarter.

01.07.21
MRI/Social Investments
Great Plains University To Divest From Fossil Fuels

A university based in the Great Plains region has pledged to divest itself of all fossil fuel exposure within its investment portfolio over the next decade.

01.07.21
Multi-Asset/Investment Advisor
Mid-Atlantic State Agency Seeks Investment Advisor

A state agency of a Mid-Atlantic state will issue an RFP for a firm to provide investment advisory and management services as early as tomorrow as its incumbent does not offer the investment options the board seeks.

01.07.21
Emerging/Diverse Managers
Foundations Can Help Overcome Risk Misconception Toward Investing In Women- And Diverse-Owned Funds: Research

Foundations should be leaders on investing in diverse- and women-owned funds as they can do more to lift the veil on decision-making and create change to promote greater equity within their strategies, according to a recently published paper.

01.07.21