Private Equity
Midwest University Discloses Follow-On Private Equity Commitments

The university disclosed follow-on commitments with two private equity managers made in the third quarter within its long-term portfolio.

10.19.22
Multi-Asset/Investment Advisor
New England Town Issues RFP For Educational Fund

The town has issued an RFP for investment management services for an educational fund.

10.19.22
People Moves
Northeast College Names Next Investment Head

The college has hired its next cio effective next month after its investment head left earlier in the year to join a Northeastern health system.

10.17.22
Surveys/Studies
Institutional Investors Anticipate Increased Role For Advisors

Foundations and endowments engaging with investment consultants are increasingly looking for their advisors to take on more responsibility across their portfolios and act like an outsourced cio, according to a recent survey.

10.13.22
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