Administrator/Record Keeper
Southern University Seeks Retirement Plan Record Keepers

The university is seeking firms to provide record keeping and administrative services for its defined contribution plans, which includes 403(b), 401(a), 457(b), 457(f) and 415(m) plans.

04.09.25
Cash/Currency
Southern University Establishing Bitcoin Endowment

The university has partnered with a bitcoin native financial services company to launch the first long-term endowment fund held in bitcoin.

04.03.25
Credit/Private Debt
Western State Fund Considering Private Credit Commitments

The public trust fund based is expected to consider new private credit commitments to a direct lending strategy and a special situations strategy at this week’s board meeting.

04.03.25
People Moves
Western University Foundation Seeks Finance Head

The foundation’s previous head left in November.

04.02.25
Industry News
Consultant Unveils Online Investment Analytics Platform

The firm has launched a new online investment analytics platform available for institutional investor clients as well as non-clients.

04.02.25
People Moves
Midwest Foundation Searches For Next President & CEO

The foundation’s current head is set to retire midyear after a decade of service.

04.02.25
People Moves
Southern University Searching For Treasurer

The search stems from the incumbent’s plans to retire after a decade in the role.

04.02.25
People Moves
West Coast Foundation Names Director To Spearhead New PRI Program

The foundation has promoted a senior program officer to director of program-related investments to develop and launch a new mission-related investment program.

04.02.25
People Moves
Consulting Firm Adds Regional Sales Director

The firm added a Northeast sales director to grow its business, which provides investment management and advisory services to endowments and foundations in addition to pensions funds, insurance companies, sovereign and government funds.

03.26.25
Multi-Asset/Investment Advisor
West Coast University Issues Investment Advisor RFP

The university is seeking a non-discretionary investment advisor for its operating fund portfolio.

03.26.25