News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Rocky Mountain DC Plans Seeking Investment Consultant

The search is being conducted due to the upcoming June 30 contract expiration of incumbent CAPTRUST Financial Advisors.

02.26.26
People Moves
West Coast Plan Senior Director Dies

The senior director died on Feb. 13 just shy of their 60th birthday.

02.26.26
Asset Study/Review
Southern Corporation Revises A/A, Redesigning Public Equity Program

The corporation revised its investment policy statement, including a new strategic asset allocation that increased targets to domestic large-cap equity, non-U.S. developed equity, absolute return, private debt, infrastructure and cash.

02.26.26
People Moves
New England Health System MD Departs

The managing director recently left the institution after nine years of service to pursue a new opportunity.

02.26.26
People Moves
New England College Eyes Investment Associate, Endowment Administration Director

The college is seeking an investment associate and a director of endowment administration to help oversee its endowment.

02.25.26
Surveys/Studies
Larger Endowments Lead 3rd Straight Year Of Strong Positive Returns: Independent Schools Report

Largest schools reported the strongest one-year returns on average, which followed two years of smaller institutions outperforming, according to new report.

02.25.26
MRI/Social Investments
Mid-Atlantic Organization Seeks Projects For New Reconstruction Investment Fund

The mid-Atlantic organization has launched an online portal for project applications for its reconstruction investment fund, which looks to invest in critical minerals, hydrocarbons and related infrastructure.

02.25.26
Asset Study/Review
West Coast Fund Conducting A/A Study

The fund and its general investment consultant will consider segmenting the fixed-income allocation into core investment grade and return-seeking credit.

02.25.26
Infrastructure
Southern Fund Approves Infrastructure Hire

The $100 million investment followed finalist interviews at this month’s board meeting after the fund launched a search in late 2025.

02.25.26
People Moves
Western Foundation Promotes Staffer To Senior Director

The foundation recently promoted a director of investments to senior director of investments after it expanded its investment head’s role to cover its financial operations.

02.25.26