Uncategorized

People
Consultant Firm MD Dies

He first joined the consultant in 1999 as a senior research associate focused on domestic small-cap equity before leaving in 2003. 

06.30.22
Uncategorized
Wealth Manager Opens New Florida Office

The expansion into the Naples, Fla. market follows the firm’s new appointments to its board of directors.

03.24.22
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Seeks Discretionary Investment Manager

A foundation in the Mid-Atlantic region is looking for a firm to develop and implement an investment policy for a new trust fund focused on waterways in a Western state.

01.05.22
Consultant/OCIO/Discretionary
West Coast District Plans Rehire Investment Consultant

The district rehired the incumbent consultant for its 401(k), 457 and 401(a) retirement plans after an RFP process that yielded four total submissions.

12.15.21
Multi-Asset/Investment Advisor
Southern Fund Eyes Becoming Investment Corporation

A fund in the South began an initial review of articles of incorporation to create a special purpose governmental corporation to oversee and manage the investment fund and handle day-to-day operations.

09.09.21
Multi-Asset/Investment Advisor
Florida Legislature Closes Lawton Chiles Endowment Fund

The Florida State Senate voted to terminate and liquidate the Lawton Chiles Endowment Fund (LCEF) on April 30

05.06.21
Daily Feed
CORRECTION: PFM Advisors was not awarded the contract for advisory services for the Southeastern
08.19.20
Industry News
New York Foundation Seeking Director Of Investments

A New York-based foundation is searching for a director of investments to focus on the marketable portion of its endowment.

05.27.20
Daily Feed
CORRECTION: The $5.8 billion Philadelphia Board of Pensions and Retirement intends to hire more
01.30.20
News
CORRECTION: The Chicago Policemen’s Annuity & Benefit Fund placed Chicago Equity Partners on watch
11.20.19