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