Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFQ

The college is seeking responses from firms with experience in developing portfolio investment guidelines.

07.11.23
MRI/Social Investments
Midwestern Foundation Launches Impact Investing Strategy

The foundation recently launched an impact investing strategy with a $5 million commitment intended to advance racial equity in the area or other strategic areas, including youth, public safety, economic opportunity and neighborhoods.

07.11.23
People Moves
Texas Permanent Names Interim CEO, Conducting Search For Next Head

Thomas Harris stepped down from his role as ceo and cio of the University of Texas/Texas A&M University Investment Management Company on June 30 and was named acting ceo of the Texas Permanent School Fund Corporation, effective July 5, as a search for a permanent ceo commences.

07.07.23
Hedge Funds
Alternative Investment Platform Makes Strategic Investment In Hedge Fund Mgr.

The platform will make a strategic investment into the newly launched hedge fund manager’s flagship fund.

07.06.23
People Moves
Southern University Searching For Investment Ops Director

The university is seeking a director of investment operations to manage its operations processes, including reporting and analysis, cash management and transactions, investment accounting and operational due diligence on investment managers.

07.06.23
People Moves
Investment Advisor Names New National Sales Head

The firm has named a new head of national sales to lead its sales and business development team after its previous head shifted to the newly created role of president of the Central division.

07.06.23
Venture Capital
Canadian University Makes VC Commitment Out Of Incubator

The university recently committed to a venture capital fund launched by the team behind its startup incubator.

07.06.23
People Moves
Mid-Atlantic Foundation Hires Director Of Public Mkts. From Nearby Institute

The foundation recently appointed a director of public markets to lead the investment and management of its public investments from a nearby nonprofit medical organization.

07.06.23
Asset Study/Review
Great Plains Fund To Receive Education On New Strategy

The fund will receive an education on a potential new strategy from its general investment consultant in July as it also looks to approve a new investment policy statement and strategic asset allocation.

07.06.23
Multi-Asset/Investment Advisor
Southern University Seeks Firm To Review Retirement Plans

The university has issued an RFP seeking a firm to review its Optional Retirement Plan and 403(b) plan as part of a periodic review of the retirement plans for standard due diligence purposes.

07.06.23