News

Extensive and timely coverage of the institutional industry.

People Moves
Mid-Atlantic Hospital Seeks Senior Investment Associate

Senior investment associate will help with portfolio decision-making concerning hospital’s private investments portfolio comprised of private equity and real assets.

05.05.22
Multi-Asset/Investment Advisor
Midwest University System Seeks Advisor For Retirement Plans

Investment advisor will oversee the system’s 403(b) plan and two 401(a) defined contribution retirement plans totaling $5.8 billion in assets.

05.05.22
People Moves
Southern Manager Adds Partner & Operations V.P.

Partner and v.p. of operations will create, implement and oversee strategies for operational processes, internal infrastructures and other logistical policies for the farm and farm-related real estate manager.

05.05.22
Announcements
Firm Acquires Duncan Financial, Goldstein Group

The new office in Carlsbad, California will serve clients across the Southern region of that state.

05.05.22
Announcements
Midwest University Names Next Finance Head

Current finance head is set to retire at the end of the second quarter.

05.04.22
Asset Study/Review
Southern University Foundation Revises Long-Term Pool Allocation

Revised asset allocation raises private equity and real assets targets for long-term investment pool to take advantage of its long-term investment horizon and add more balance to the portfolio.

05.04.22
People Moves
Southern Foundation Investment Director Leaves To Join Private Capital Advisory Team

Director of investments left the foundation last month after more than four years to join a financial services company’s private capital advisory team.

05.04.22
Manager-of-Managers
Northeast Plan Issues MoM/Discretionary Mgmt. RFP

The plan last conducted a search in 2015.

05.04.22
Consultant/OCIO/Discretionary
Northeast Plans Seeking Investment Advisor

The borough has issued an RFP seeking an investment advisor for its three pension funds.

05.04.22
Consultant/OCIO/Discretionary
Calif. County Launches DC Consultant Search

The plan is conducting the search in anticipation of its incumbent’s contract expiration.

05.04.22