Industry News
Investment Advisor to Acquire HNW Investment Consulting, Advisory Firm

The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.

05.04.23
Alternatives
New England University Makes HF Redemption, Adds PE Commitment

The university approved fully liquidating a hedge fund manager and committing to a private equity strategy within its endowment in the first quarter.

05.04.23
Consultant/OCIO/Discretionary
Southern Hospital Issues Investment Consultant RFP

The hospital has issued an RFP seeking an investment consultant for its portfolio, which is divided between three advisors.

05.01.23
Consultant/OCIO/Discretionary
Southern College Foundation To Conduct Search For Advisor

The foundation will issue an RFP for a firm to provide investment advisory and management services for its portfolio next week for standard due diligence purposes.

04.28.23
Private Equity
Southern Health System Considering PE Secondary Commitment

The system was expected to review three private equity secondary fund-of-funds managers for its portfolio this week after beginning consideration of the strategies late last year.

04.27.23
People Moves
Northeast College Eyes Next V.P. As Finance Head Retires

The college is searching for a v.p. for operations and administration as its finance head retired earlier this month after more than 10 years in the role.

04.27.23
People Moves
Asset Manager Names Head Of Fixed-Income Americas

The firm appointed a head of fixed-income, Americas to oversee its active fixed-income platform and develop actively managed solutions to meet investor needs.

04.27.23
Consultant/OCIO/Discretionary
Western 529 Plan Retains Investment, Industry Consultants Following Searches

The plan opted to retain its incumbent investment consultant and 529 industry consultant following searches from the first quarter due to the contract expirations of each firm.

04.27.23
Real Assets
Real Assets Manager Closes Second Fund Above Target

The Northeast-based firm closed its second fund with $850 million in commitments, above its initial target, from a broad range of institutional investors.

04.27.23
People Moves
Outsourced CIO Adds Managing Partner, CIO

The firm has hired a managing partner and cio to lead its discretionary and non-discretionary investment practices.

04.27.23