People Moves
Mid-Atlantic Medical Institute Adds Public Markets MD

The managing director of public markets joined the institute this summer after serving as as v.p. and head of marketable securities at a mid-Atlantic hospital for nearly three years.

09.15.22
Real Estate
New England University Adds RE Commitment, Liquidates HY Bond Investment

The university added a real estate commitment with an existing manager and fully liquidated a high-yield fixed-income strategy after a decade in the endowment.

09.14.22
People Moves
Great Plains Fund Eyes Next CIO

The sovereign wealth fund has initiated its search for a cio to oversee and manage its portfolio after its investment head left this summer to join a Southwestern defined benefit plan as cio.

09.14.22
People Moves
Western University Seeks Next CIO

The university formally launched its search for its next cio due to the retirement of its cio after 19 years of service.

09.09.22
Consultant/OCIO/Discretionary
New England Treasurer Seeking Consulting Services For 529 Plan

The treasurer’s office is searching for an investment consultant to oversee its 529 program, analyze performance of its direct- and advisor-sold plans and provide an assessment of the risk/reward tradeoff of each investment option from an asset allocation, investment structure and fee perspective.

09.08.22
People Moves
Western Healthcare Org Hires First CIO

The organization hired its inaugural v.p. and cio late last month from a nearby higher education institution.

09.08.22
People Moves
Western Pension Plan Appoints First CIO

The plan hired its first investment head to oversee its more than $4 billion in assets from a nearby university.

09.08.22
MRI/Social Investments
Northeast Religious Association Hires Firm To Help Implement Racial Justice Investing Plan

The association hired a firm to assist in implementing its racial justice investing plan following a search with its investment committee dividing the process into two phases with the first focused on training and evaluation and the second focused on investment consulting, which will require a future search.

09.08.22
Consultant/OCIO/Discretionary
Western Trust Fund Searching For Consultant

The fund is searching for a non-discretionary investment consultant to assist in overseeing its investment management function, developing the investment policy and strengthening the board’s knowledge, skill and investment oversight responsibilities.

09.08.22
Large-Cap
Southern University Adds LCV Strategy, Private Debt Commitment

The university approved adding a passive domestic large-cap value strategy to provide a more balanced approach to its equity portfolio and its first private debt manager as it looks to build out its allocation to the asset class.

09.07.22