News

Extensive and timely coverage of the institutional industry.

People Moves
New England University Launches Search For Next CIO

The university has launched its search for its next cio after its investment head left at the beginning of the year to join an investment and wealth management firm’s outsourced cio business.

10.13.22
Consultant/OCIO/Discretionary
Southern Trust Company Issues Consultant RFP

The trust company has issued an RFP seeking investment consultants for its 11 endowment funds due to the contract expiration of its incumbent provider, which is allowed to rebid.

10.13.22
People Moves
Northwest Fund Names PE Director

The director most recently worked at Grafine Partners.

10.12.22
Consultant/OCIO/Discretionary
West Coast Plan Selects Private Credit Consultant

The plan’s investment committee selected a winner in its private credit consultant search this week.

10.12.22
Consultant/OCIO/Discretionary
Northeast Plan Slates Consultant Search; To Interview 3 Int’l Equity Finalists

The plan expects to issue an RFP for a general investment consultant RFP later this month and will interview three finalists in an ongoing international equity search.

10.12.22
Multi-Asset/Investment Advisor
Great Lakes Authority Seeking Investment Advisor

The authority is seeking investment advisory services for two plans totaling $13 million.

10.12.22
Industry News
Windy City Plan Begins Executive Director Search

The plan is seeking a replacement following the July departure of its last executive director.

10.12.22
Non-U.S. & Global Equity
Virginia Plan Replaces Asian Equity Manager

The plan replaced its $77.5 million Asian all-cap equity mandate with T. Rowe Price Associates last week.

10.12.22
Consultant/OCIO/Discretionary
Calif. County Retains DC Consultant

The general investment consultant was last hired following a similar search process in 2016.

10.12.22
Administrator - Bundled
Midwest Transit Plans Tap TPA

The plans selected a new third-party administrator after previously providing the services in-house.

10.12.22