News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Mid-Atlantic Association Searching For Consultant

The association has issued an RFP seeking an investment consultant to advise on its approximately $225 million in investments across 12 sub funds for standard due diligence purposes.

05.05.23
Administrator/Record Keeper
Southern University System Seeks Record Keepers

The university is searching for record keepers for its five defined contributions plans as it periodically reviews the programs and is considering consolidating to a single provider.

05.05.23
Non-U.S. & Global Equity
Mid-Atlantic Plans Launch Int'l Small-Cap Search

The search follows approval of new asset allocation policies, which introduced a 5% target to international small-cap equity for each plan.

05.04.23
Fixed-Income
Florida City Begins Investment Manager Search

The city is looking for a firm to manage its long-term and short-term portfolios.

05.04.23
Private Equity
Northeast Plan Makes Commitments

The plan made private equity and real estate commitments with two new managers and five existing managers in March.

05.04.23
Industry News
Oklahoma Treasurer Bans 13 Firms From State Contracts

The 13 firms are said to either boycott fossil fuel companies or failed to reply to a questionnaire.

05.04.23
Consultant/OCIO/Discretionary
West Coast Plan Prepping Investment Consultant RFP

The current consultant’s contract is set to expire next year.

05.04.23
Consultant/OCIO/Discretionary
New England Organization Issues Investment Consultant RFP

The organization is seeking an investment consultant to advise on matters related to its investments, including transaction structuring, underwriting and asset management.

05.04.23
Multi-Asset/Investment Advisor
Northeast Organization To Conduct Investment Advisor Search

The organization will seek firms interested in providing investment advisory services for its endowment as part of its commitment to good governance.

05.04.23
People Moves
Investment Firm Hires Strategic Partnerships MD

The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.

05.04.23