News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Mid-Atlantic Medical School Seeks Consultant For Employee Retirement Plans

A medical school in the Mid-Atlantic region has issued an RFP seeking a consultant for its 403(b), 457(b) and 401(a) employee retirement plan programs.

10.07.21
Industry News
Firm Appoints Distribution Head

Newly created role leads the London-based firm’s North American distribution efforts.

10.07.21
Industry News
Mid-Atlantic Advisor Seeks Staffers To Focus On Mgr. Selection

An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.

10.07.21
Industry News
Firm To Acquire Stonegate Capital Advisors

Company will merge with the acquired firm’s existing Scottsdale office.

10.07.21
Industry News
Firm Promotes COO, Senior Director

Team member will continue to oversee firm’s operations and advise on strategic initiatives and investments.

10.07.21
Asset Study/Review
Midwest University Considering Fossil Fuel Divestment

A university based in the Midwest is preparing a board of trustees vote to divest its approximately $2 billion endowment from fossil fuels.

10.07.21
Searches And Hires
Midwest University Issues Bond Advisor RFP

A university based in the Midwest has issued an RFP seeking bond advisory services.

10.07.21
Multi-Asset/Investment Advisor
Southern Plan Hires New Investment Advisor

A plan based in the South has hired a new investment advisor following an RFP process.

10.07.21
Industry News
Northeast Foundation Seeks Analyst

A foundation in the Northeast is searching for an investment analyst to assist in the management of its investment portfolio.

10.07.21
Industry News
Midwest Community Foundation Seeks Finance Head

A community foundation in the Midwest is searching for a v.p. for finance and operations to deliver financial and operating systems and services to safeguard assets.

10.07.21