News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Northeast City Seeks Discretionary Investment Mgr.

The city is seeking firms to provide discretionary investment management, policy support, custody coordination, accounting and reporting for its eight investment portfolios totaling more than $100 million.

11.10.26
MRI/Social Investments
Social Finance, Prominent Foundations Team Up On Journalism Impact Fund

Two large foundations have provided anchor investments in a new local journalism fund managed by a social impact registered investment advisory firm.

11.10.26
Consultant/OCIO/Discretionary
Southern System Wraps Up Consultant Search For Retirement Plans

The institution approved hiring a firm to provide investment consulting and monitoring services for its retirement and deferred compensation plans following a search from this summer.

11.10.26
People Moves
New England College Eyes Investment Analyst

The role will assist with investment analysis as well as due diligence of current and prospective investment managers.

11.10.26
MRI/Social Investments
UNCF Expands Investment Education To HBCUs Through Partnership W/ Investment Advisor

The mid-Atlantic fund has partnered with an institutional investment advisor and outsourced cio to expand educational access to professional investment reporting and analytics to Historically Black college and university students.

11.10.26
People Moves
Southern Fund Seeks Senior Analysts

The fund is searching for senior investment analysts focused on absolute return strategies, equities, public credit, private credit and co-investments.

11.10.26
Asset Study/Review
West Coast College Creates Maiden Real Assets Allocation

The maiden allocation to real assets as part of broad asset allocation changes.

11.10.26
People Moves
Global Asset Manager Adds Head Of Product Strategy

The firm has hired a global head of product strategy to help identify opportunities, understand changing needs and translate insights into clear product choices for its clients, which include pensions, foundations and endowments.

11.10.26
People Moves
Fractional CIO Adds Associate

A newly launched fractional cio firm has hired an associate to assist in research on endowments and foundations and other institutional investors.

11.10.26
Industry News
Marsh Acquires Wilshire

Marsh is acquiring Wilshire in a major acquisition that expands Marsh’s offering to institutional investors across public and corporate retirement plans, endowments and foundations.

11.10.26