Multi-Asset/Investment Advisor
Southern Trust Issues Investment Advisor RFP

The trust is seeking an investment adviser to review its investment policy, provide market guidance, analyze its cash flow and serve as a resource on fixed-income securities and treasury operations.

07.22.25
Multi-Asset/Investment Advisor
West Coast Trust Fund Seeks Program Manager

The trust fund has issued an RFP seeking a program manager to oversee its operations and endowment.

07.22.25
Consultant/OCIO/Discretionary
Midwest Foundation Searching For Retirement Plan Consultant

The foundation is searching for a consultant to review its 403(b) retirement plan, including assessing plan costs, evaluating investment options and analyzing performance.

07.21.25
Consultant/OCIO/Discretionary
Mid-Atlantic College Seeks Consultant For Retirement Plans

The college has issued an RFP for a consultant to assist with retirement plan oversight, including analyzing portfolio performance, recommending overall improvements and conducting semi-annual reviews of cost, services and fund line-ups.

07.21.25
Consultant/OCIO/Discretionary
Midwest Foundation Conducting Consultant Search

The foundation has issued an invitation-only RFP seeking a general investment consultant for its portfolio as it has been five years since its last consultant selection process.

07.17.25
Searches And Hires
West Coast University Foundation Adds New Investments

The foundation added international equity, domestic equity, high-yield bond and infrastructure investments to its portfolio during the second quarter.

07.17.25
Multi-Asset/Investment Advisor
Indian Tribe Seeking Investment Management Services

The tribe has issued an RFP seeking firms to provide discretionary investment management services for its sovereign wealth fund.

07.17.25
Private Equity
Private Equity Firm Closes Second Vehicle

A private equity firm focused on the manufacturing and industrial sectors has raised a second fund with commitments from endowments, family offices and outsourced cios.

07.17.25
People Moves
Midwest Foundation Wraps Up CEO Search

The foundation has named a new president and ceo following a search due to its head’s impending retirement.

07.17.25
People Moves
Southern University Seeks Investment Director For Real Estate, Real Assets

The university is seeking a director of investments, real estate and real assets to lead research and preparation of proposed strategy considerations within the asset classes.

07.16.25