Daily Feed

Consultant/OCIO/Discretionary
Mid-Atlantic Schools DC Plans Rehire Consultant

The retirement plans have been working with general investment consultant Bolton Investment since 2003.

07.06.23
Private Equity
Northeast Pension Plan Not Moving Forward With PE Commitment

The plan confirmed it is “not moving forward” with its up to $130 million commitment to Insight Partners Fund XIII and related investment vehicles that was approved at a June 9 board meeting.

07.06.23
Consultant/OCIO/Discretionary
Mid-Atlantic Trust Seeking Investment Consultant

The selected firm will provide investment consulting services for a $140 million trust.

07.06.23
Administrator/Record Keeper
West Coast DC Plans Post Record Keeper RFP

The district is seeking a firm to provide administration and record keeping services for its 457 and 401(a) plans.

07.06.23
People Moves
Midwest Foundation Seeks Next CEO

The foundation has launched a search for its next president and ceo as its head is set to retire in late 2023 or early 2024 after more than a decade of service.

07.06.23
Hedge Funds
Alternative Investment Platform Makes Strategic Investment In Hedge Fund Mgr.

The platform will make a strategic investment into the newly launched hedge fund manager’s flagship fund.

07.06.23
Consultant/OCIO/Discretionary
Midwest Board Retains Incumbent Investment Consultant

The board retained its incumbent investment consultant for its 403(b) retirement plans over one other finalist following a closed RFP process from 2022 for standard due diligence purposes.

07.06.23
People Moves
Southern University Searching For Investment Ops Director

The university is seeking a director of investment operations to manage its operations processes, including reporting and analysis, cash management and transactions, investment accounting and operational due diligence on investment managers.

07.06.23
People Moves
Global Investment Manager Names Sustainability Institute Director

The firm has named a director to lead its sustainability investment research institute.

07.06.23
People Moves
Investment Advisor Names New National Sales Head

The firm has named a new head of national sales to lead its sales and business development team after its previous head shifted to the newly created role of president of the Central division.

07.06.23