International / Global / Emerging Markets
Southern 529 Plan Removes Int’l Equity Mgr. From Watch

The college savings plan removed an international equity manager from watch status after four years due to improved performance.

10.13.22
People Moves
Southern Investment Mgmt. Company Searching For Investment Officer

The investment management company is searching for an investment officer to source, evaluate, recommend and monitor investment managers.

10.13.22
Multi-Asset/Investment Advisor
West Coast Cemetery Hires New Investment Advisor Following Search

The cemetery district hired a new investment advisor to handle its portfolio, which includes funds, following a search from last year.

10.13.22
People Moves
Western University Hires New CFO; CIO Departs

The university hired an individual from an East Coast university to fill its newly created cfo position, while its cio left after almost a decade in the role.

10.13.22
People Moves
New England University Launches Search For Next CIO

The university has launched its search for its next cio after its investment head left at the beginning of the year to join an investment and wealth management firm’s outsourced cio business.

10.13.22
Consultant/OCIO/Discretionary
Southern Trust Company Issues Consultant RFP

The trust company has issued an RFP seeking investment consultants for its 11 endowment funds due to the contract expiration of its incumbent provider, which is allowed to rebid.

10.13.22
People Moves
Southern Fund To See Deputy CIO To Retire, Adding CIO From Nearby Fund

The fund will see its deputy cio retire at the end of the year after more than 27 years of service and add a cio from a nearby fund to its investment team.

10.06.22
People Moves
New England College Adds Second Investment Director

The college has hired another investment director following a search from last year as it sought to build out its investment team.

10.06.22
Administrator - Bundled
Southern ABLE Plan Transitions To New Program Mgr.

The plan approved transitioning to a new program manager in the third quarter as its previous provider was acquired earlier this year.

10.06.22
ESG
Mid-Atlantic University Dissociating From Thermal Coal, Tar Sands Companies

The university’s board of trustees voted to dissociate from 90 companies that are active in the thermal coal or tar sands segments of the fossil fuel industry in early September as part of its goal to achieve net-zero greenhouse gas emissions in its endowment.

10.06.22