Daily Feed

Private Equity
Private Equity Firm Closes Sixth Private Equity Fund At Hard Cap

The firm closed its sixth private equity fund, which will target technology, business services, medical and industrial sectors, above its target.

03.29.23
People Moves
Western University Seeks Investment Risk Mgmt. Officer

The university is searching for an investment risk management officer to oversee the design and implementation of data infrastructure.

03.29.23
People Moves
Insurance Company Asset Mgmt. Arm Adds MD, Senior Relationship Manager

The firm hired a managing director and senior relationship manager to help clients address their strategic investment challenges and contribute their fiduciary expertise to the firm’s global growth plans and expansion of its institutional client base.

03.29.23
Multi-Asset/Investment Advisor
Southwest University Seeks Investment Advisory, Mgmt. Services

The university has issued an RFP seeking a firm to help set its long-term investment and endowment strategy and develop an investment policy after conducting a similar search in 2021.

03.29.23
Consultant/OCIO/Discretionary
Mid-Atlantic Agency Seeks Retirement Plans Consultant

The commission has issued an RFP seeking a firm to provide retirement plan fiduciary consulting services for its 401(a) defined contribution, 403(b) deferred compensation, 403(b) supplemental and 457(b) deferred compensation plans.

03.29.23
People Moves
Western University System Eyes Next Treasurer & CIO

The institution is searching for its next treasurer and cio to oversee its cash, debt and investments after its previous investment head left in late 2022 to pursue another opportunity.

03.29.23
Emerging/Diverse Managers
West Coast Foundation Eyes Diverse Mgrs., Approves New ‘Racial Equity Lens’ For IPS

The foundation is looking to add new diverse managers to its portfolio after adopting a new investment policy statement incorporating a racial equity lens.

03.29.23
Administrator - Bundled
Western University Issues Retirement Plans Admin. RFP

The university has issued an RFP seeking a bundled service provider for its 401(a) and 403(b) plans to review the market’s best practices regarding record keeping, plan sponsor and participant services, employee education and plan expenses.

03.29.23
Multi-Asset/Investment Advisor
Midwest College Hires Firm In Financial Advisor Search

The college hired a firm to provide financial advisory services for its general obligation bonds, including advising on the investment of bond proceeds, following the issuance of an RFP last summer.

03.29.23
Surveys/Studies
DC Plans Continue To Focus On Fees As CIT Funds Become Primary Investment Vehicle: Callan Survey

Two-thirds of defined contribution plan sponsors are likely to conduct a fee study in 2023, according to a new survey from investment consulting firm Callan.

03.28.23