News

Extensive and timely coverage of the institutional industry.

Administrator - Bundled
Southern DC Plan Seeking Bundled Provider

The plan is searching for a firm to provide record keeping, administration, communication, education, custodial trustee and investment services.

01.24.24
People Moves
Global Asset Manager Names New COO Following Operations Head Retirement

The firm recently hired a new coo to oversee its finance, operations, information technology, legal, compliance and human resources after its operations head retired after six years in the role.

01.24.24
People Moves
Mid-Atlantic Foundation Tabs Next President & CEO

The foundation has selected a new president and ceo to lead its operations following a national search due to its previous head’s retirement in the fourth quarter.

01.24.24
Consultant/OCIO/Discretionary
Midwest College Sticks With Outsourced CIO

The college rehired its outsourced cio following an invitation-only search due to the incumbent’s expiring contract.

01.24.24
People Moves
Growth Equity Manager Promotes V.P.

The firm has promoted a v.p. and analyst to portfolio manager for several of its growth equity and long/short equity strategies.

01.24.24
Consultant/OCIO/Discretionary
Southern College And Foundation Drafting Investment Consultant RFP

The institution currently drafting an RFP for investment consulting services after retaining its incumbent investment consultant in 2020 following a similar search process.

01.24.24
Multi-Asset/Investment Advisor
Southern University System Eyes Retirement Plan Investment Products

The system has issued an RFP seeking a minimum of four firms to provide investment products and services for its retirement plans.

01.24.24
People Moves
Investment Consultant Promotes Two Staff Members

The firm promoted two staff members to managing partners as a result of one individual’s help in growing the firm’s St. Louis office and the other individual’s transformation of the firm’s outreach and marketing efforts.

01.24.24
Private Equity
Wisconsin Makes Private Equity, Real Estate Commitments

The pension plan made 14 commitments across its private equity and real estate portfolios in the fourth quarter.

01.24.24
Consultant/OCIO/Discretionary
Midwest University Foundation Launches Investment Consultant Search

The foundation has issued an RFP seeking a non-discretionary investment consultant for its endowment and bond portfolios.

01.24.24