News

Extensive and timely coverage of the institutional industry.

Surveys/Studies
Evolving Discretionary Needs Call For Trusting Relationships, Great Communication: OCIO

Two leaders of the outsourced cio practice at an institutional advisory firm are seeing the importance of communicating and building trust in relationships with both clients and staff, particularly as their investment needs evolve.

10.23.25
People Moves
Southern University Eyes Quantitative Associate, Investment Analyst

The institution is searching for an investment analyst to assist in all stages of its investment process as well as a quantitative associate to join its data science and risk team.

10.23.25
Multi-Asset/Investment Advisor
Tribal Organization Searching For Financial Advisor

The organization is seeking firms to provide financial coaching, including group workshops covering budgeting, debt reduction, savings and investment basics; assist in the development, implementation and training of a financial assessment for employees and educate on responsible investing strategies.

10.23.25
Fixed-Income
Southern University Adds Bond Manager To Watch

The university also added a hedge fund manager and redeemed from an international equity manager within its endowment in the third quarter.

10.23.25
Multi-Asset/Investment Advisor
Southern Health System Eyes Retirement Plans Advisor

The health system has issued an RFP seeking an investment advisor for its 401(a), 403(b) and 457(b) plans likely due to the impending contract expiration of its incumbent provider.

10.22.25
ESG
West Coast College Divesting From Weapons Manufacturers

The college approved a new investment policy statement that included a directive to divest direct exposures to weapons manufacturers.

10.22.25
People Moves
Southern University Lands Next Finance Head

The university’s previous finance head passed away in the second quarter.

10.22.25
People Moves
Midwest University Investment Team Experiencing Departures

The university has experienced staff departures within its investment office in recent months, including its managing director of private equity and an associate portfolio manager for inflation sensitive and diversifying assets.

10.22.25
Consultant/OCIO/Discretionary
Southern Foundation Issues Impact Investing Consultant RFP

The foundation is searching for a firm to design and implement a comprehensive impact-investing strategy for its investment portfolio, including designing allocation models, targets or benchmarks across asset classes around the themes of health, education and the environment.

10.22.25
People Moves
BTG Pactual Global Alts. Taps Credit Head

BTG Pactual Global Alternatives has hired Chris Allen as head of performing credit.

10.22.25