Multi-Asset/Investment Advisor
Northwest Health Organization Issues Investment Advisory RFP

Search is for an investment advisor or outsourced cio to modernize the organization’s investment approach.

03.24.22
Small-Cap
Midwest Plan Adds SCV Manager To Watch List

Domestic small-cap value equity manager was added to watch due to recent changes to the management structure of the strategy.

03.24.22
Emerging/Diverse Managers
Midwest University Eyes Larger Diverse Manager, ESG Portfolios

A university in the Midwest is looking to increase its investments with diverse-owned managers and ESG strategies.

03.17.22
People Moves
Northeast Religious Order Seeks Investment Analyst

The religious order is looking to hire an investment analyst focused on public securities.

03.17.22
People Moves
State Treasurer Seeks Investment Analyst

Search is for an investment analyst focused on alternative assets for two funds totaling almost $2 billion.

03.17.22
Credit/Private Debt
Midwest University Adds Private Debt Manager

A university based in the Midwest has hired a new direct lending manager for its portfolio.

03.17.22
Alternatives
Southern University Adds New Alts., Public Equity Investments

A university based in a Southern state added private equity, hedge fund, private debt and public equity investments during the first quarter.

03.17.22
Ukraine-Russia
Western State Fund Divesting Russian Assets

A state fund in the West is starting to divestment its endowment of Russian currency and debt.

03.10.22
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