Consultant/OCIO/Discretionary
Midwest Foundation Hires New Consultant

A foundation in a Midwestern state has hired a new investment consultant following an invitation-only RFP process earlier this year.

10.29.20
Asset Study/Review
Southern State Plan Moves Portfolio Away From RE, EME

A Southern state plan is reducing its exposures to real estate and emerging markets equity to reduce volatility, while increasing the exposures to developed international and U.S. equity to add capital stability.

10.29.20
Multi-Asset/Investment Advisor
Midwest State Hires Advisor For New Investment Account

A state treasurer office in the Midwest has hired an investment advisor for a new investment account.

10.29.20
Industry News
Mid-Atlantic University Director Joins Hospital Network

A director of investments has departed a Mid-Atlantic university and join nearby health care system.

10.28.20
COVID-19 News
Higher Education Sees Losses In Revenue, Enrollment Due To COVID-19: Poll

Student housing and tuition are two of the largest financial challenges for universities today.

10.28.20
Industry News
Southeast University Finance Head To Retire

A top finance-related staff at a Southeastern university is set to retire next year.

10.28.20
Industry News
New England University Seeks Investment Professional

A university in New England is seeking an investment professional to help identify and evaluate investment opportunities for its endowment.

10.28.20
Industry News
New England University Searching For Investment Analyst

A university in New England is searching for an investment analyst to help manage its endowment and track its performance.

10.28.20
Administrator/Record Keeper
Southern Health Network Seeks Retirement Plans Record Keeper

A health network in the South has issued an RFP seeking a firm to provide custodial trustee, administrative, record keeping, participant education, enrollment and regulatory support for its retirement plans.

10.28.20
Industry News
Firm Adds Senior PM To FIA Practice

Hire will oversee design, implementation and management of foundation and institutional advisors practice.

10.28.20