Daily Feed

Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21
Consultant/OCIO/Discretionary
New England College Seeks OCIO For New Endowment

A college based in New England has issued an RFP seeking an outsourced cio for a newly established $20 million endowment.

12.16.21
Industry News
Firm Promotes Three PMs

They will provide oversight for the positioning and strategy implementation of several funds.

12.16.21
Multi-Asset/Investment Advisor
Maryland City Seeks Investment Advisor

A Maryland city is searching for a firm to manage its $137 million investment portfolio.

12.15.21
Asset Study/Review
Wisconsin Plan Adopts New A/A

The plan approved a new asset allocation for its Core Trust Fund.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Issues Manager RFQ

A Mid-Atlantic utility authority is searching for a manager for its cash and fixed-income assets.

12.15.21
Non-U.S. & Global Equity
Mid-Atlantic Plan Shakes Up Overseas Equity Portfolio

The plan terminated an international large-cap equity manager as part of several changes to its overseas equity portfolio approved last month.

12.15.21
Alternatives
Windy City Plan Approves Private Equity, Debt Commitments

Plan concluded recent private equity and private debt searches with a pair of commitments to each asset class.

12.15.21
Domestic Equity
Midwest Plan Wraps Up Defensive Equity Search

The plan hired Neuberger Berman at today’s board meeting following an RFP search.

12.15.21
People Moves
BlueBay Adds Structured Credit PM, Senior Analyst

One will focus on commercial mortgage-backed securities and the other will focus on commercial real estate.

12.15.21