Multi-Asset/Investment Advisor
Southern Foundations Seek Investment Advisory Services

The foundations are seeking firms to provide investment advisory and management services for their approximately $4 million in combined assets.

07.17.25
Large-Cap
Southern Foundation Revises Large Cap Growth Allocation

The foundation increased its large cap growth equity fund’s allocation to an incumbent manager that utilizes a research-based investment process in quality growth companies.

07.17.25
People Moves
Southern Foundation Names New Treasurer

The foundation promoted a staff member to serve as its new v.p. of operations and treasurer as the previous operations and finance head retired after 25 years with the organization.

07.17.25
People Moves
Northeast Foundation Eyes Director For Marketable Investments Portfolio

The foundation is seeking a director of marketable investments to focus on providing portfolio management support and coverage across public equity, hedge funds, portable alpha, fixed-income and cash.

07.16.25
People Moves
Southern Endowment CEO Stepping Down, Interim Named

The endowment’s president and ceo is stepping down form the role to focus on personal priorities and the organization has named its recently appointed v.p. of programs and grants as the interim ceo.

07.16.25
ESG
Endowments Network Launches Responsible Tech, AI Initiative

The peer-learning network has launched a Responsible Tech & AI Initiative to engage endowments, foundations and financial service firms around various risks related to their investments in technology and artificial intelligence.

07.16.25
Consultant/OCIO/Discretionary
Southern College Savings Program Selects New Investment Consultant

The program recently selected a new investment consultant for its 529 and ABLE savings programs to conclude a search process from the beginning of the year.

07.16.25
People Moves
Investment Mgr. Names New Head Of ETF Capital Markets

The firm has named a new head of ETF capital markets to support the growth and efficient trading of its exchange-traded funds.

07.16.25
People Moves
Investment Firm Hires Head Of Client Engagement

The firm has hired a head of client engagement to strengthen relationships and drive client satisfaction and retention as well as enhance the client experience.

07.16.25
Asset Study/Review
Western University Revises A/As, Removes Absolute Return

The university approved new investment policies with revised asset allocations for its endowment, retirement plan and working capital pools that includes removing the absolute return asset class.

07.16.25