Daily Feed

Multi-Asset/Investment Advisor
Western Tribal Organization Seeks 401k Advisor

The organization has issued an RFP seeking advisors to provide management advice and consultation for its employee retirement 401k account(s) on a non-discretionary basis as it puts the services out for bid periodically.

04.02.25
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Advisor RFP

The foundation is seeking an investment advisor for its endowment as its bylaws require the services be placed out for bid every seven years.

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
Industry News
Level Equity Closes Oversubscribed Growth Equity Funds

The lower middle market private equity firm’s newest funds closed at their collective cap of $1.4 billion.

04.01.25
People Moves
New President Joins Starwood Capital Group

The global private investment firm new president began in the role today.

04.01.25
Private Equity
Texas Pension Adds PE Commitments

The retirement system committed to funds with two new manager relationships last week.

04.01.25
Asset Study/Review
Mid-Atlantic Pension Adopts New A/A

The retirement system introduced TIPS and eliminated its low volatility and public real assets targets as a result of a new asset allocation policy.

04.01.25
Administrator/Record Keeper
Southeast 457 Plan Taps New Record Keeper

The city issued an RFP in July seeking a firm to provide record keeping services for its plans.

04.01.25
Consultant/OCIO/Discretionary
Colo. County Eyes Outsourced CIO Hire

The county terminated its outsourced cio yesterday due to underperformance.

04.01.25
Industry News
BC Partners Surpasses Target For Third Special Opps. Fund

BC Partners Credit, the private credit arm of BC Partners, raised over $1.4 billion in investable capital for its third special opportunities fund.

04.01.25