Daily Feed

Consultant/OCIO/Discretionary
Southern College Searching For Investment Consultant

The college is looking to identify a single investment consultant for its portfolio as well as its foundation after conducting a similar search for the services in 2020.

03.06.24
People Moves
Easterly Announces Leadership Team Changes

The firm recently hired a new head of sales and appointed a head of business development.

03.06.24
Asset Study/Review
Midwest University Preps For Asset Allocation Review

The university will review its asset allocation during an upcoming board meeting after pausing its plans to build out its private debt allocation.

03.06.24
Multi-Asset/Investment Advisor
Northeast Insurance Fund Issues Investment Manager RFP

The fund is looking to hire one firm to handle its approximately $841 million insurance program.

03.06.24
Consultant/OCIO/Discretionary
Southern Alumni Association Seeks Discretionary Manager

The alumni association affiliated with a Southern university has issued an RFP seeking a discretionary investment advisor for its two funds as it is required to put the services out for bid every five years.

03.06.24
Private Equity
Northeast University Senior Investment Officer Departs To Launch Own Firm

The senior investment officer, which was responsible for portfolio construction and manager selection for the institution’s private equity assets, has left to launch his own private equity firm.

03.06.24
Consultant/OCIO/Discretionary
Western Funds Seek Financial Advisors

The funds have issued an RFQ seeking firms to provide financial advisory, investment consulting and risk transfer advisory services for its portfolios.

03.06.24
Consultant/OCIO/Discretionary
Calif. 457 Plan Rehires Consultant

The consultant has worked with the plan since 2017.

03.06.24
Consultant/OCIO/Discretionary
Southern College Foundation Issues Outsourced CIO RFP

The foundation has issued an RFP seeking an outsourced cio to determine its investment strategy, purchase and sell securities and provide performance monitoring for its endowment.

03.06.24
Industry News
Investment Firm Launches Outsourced CIO

The investment manager has launched an outsourced cio business for financial advisors and institutions.

03.06.24