International / Global / Emerging Markets
New England University Adds International Equity Investment

The university added an investment in an international equity strategy that aims to provide long-term returns in excess of the MSCI EAFE index this quarter.

12.23.25
ESG
Western Plan Replaces Large-Cap Strategy With Sustainability Fund

The plan replaced a domestic large-cap equity fund with a social index fund as the previous manager had been on watch for performance concerns.

12.22.25
Multi-Asset/Investment Advisor
West Coast Fund Searching For Investment Advisory Services

The fund has issued an RFP seeking an investment advisor to provide direct investment management and custodial services for its portfolio for standard due diligence purposes.

12.22.25
People Moves
New York Foundation Names New CIO

The foundation hired its new cio from a Midwestern foundation, where they served as managing director for the last four years.

12.22.25
People Moves
Western Institute Promotes Senior V.P. As New Chief Financial & Operations Officer

The institute has promoted its senior v.p. of finance and operations to senior v.p. and chief financial and operations as its previous finance head retired from the role.

12.22.25
Alternatives
Great Plains Fund Expects Private Markets, Real Estate Recommendations Next Year

The fund expects to hear recommendations to add private markets and real estate commitments next year.

12.22.25
People Moves
Firm Announces CEO Succession Plan

A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.

12.22.25
Multi-Asset/Investment Advisor
Western Health System Seek Retirement Plan Investment Advisor

The system has issued an RFQ for firms to provide investment advisory services for its 401(a) and 457(b) retirement and deferred compensation plans.

12.22.25
Industry News
Western Investment Firm Acquiring Southern Manager

The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.

12.22.25
People Moves
Financial Services Firm Names Asset Servicing Co-Presidents

The firm appointed its president of EMEA and global head of institutional banking and markets as co-presidents of asset serving as the current head is set to retire after 40 years at the firm.

12.18.25