Industry News
Investment Consultant Acquires Mid-Atlantic Wealth & Investment Mgmt. Firm

The firm recently added a mid-Atlantic-based wealth and investment management firm with more than $1 billion in assets to function as its fifth location in the state.

05.20.26
Asset Study/Review
Southern University Updates IPS, Adds Prohibited Investments List

The university approved a new investment policy statement for its endowment in the first quarter that includes a list of prohibited investments that do not align with its long-term risk, liquidity and governance framework.

05.20.26
People Moves
Harvard Management Company CEO Plans To Retire

The ceo informed the board of plans to retire from the role, as early as late 2027, to allow a smooth transition.

05.20.26
Credit/Private Debt
Southern Corporation Eyes Continued Build Out Of Debt Portfolio

The fund is looking to put dry powder to work in the debt asset class to capitalize on recent volatility.

05.20.26
People Moves
Western University Searching For Investment Analyst

The university is seeking an investment analyst to work closely with the investment team in all aspects of the investment process, including meeting with managers and evaluating opportunities.

05.20.26
People Moves
Retirement Fund Managing Director Leaves For PM Role At Family Office

The managing director recently left the retirement fund after nearly nine years of service to join a New York-based multi family office as a senior portfolio manager.

05.20.26
People Moves
Western Foundation Seeks Private Investments MD

The foundation is seeking a managing director, private investments to assist in the due diligence, selection and monitoring of private market investment opportunities.

05.20.26
People Moves
Fiduciary Trust Company Appoints CIO

The firm has hired a cio to oversee its investment strategy and help further expand its investment capabilities as it continues scaling its wealth platform.

05.20.26
Small-Cap
Southern 529 Replaces Small-Cap Manager

The domestic small-cap equity manager’s returns ranked below its peer group median and the strategy had low tracking error relative to the peer group.

05.13.26
International / Global / Emerging Markets
Southern Fund Adds Int’l Equity Mgr. To Watch List

The fund added an international equity large-cap equity manager to watch status in the fourth quarter as the strategy had underperformed the MSCI EAFE Index for the trailing quarter, one-, two-, three- and five-year periods.

05.13.26