People Moves
Southern Foundation CIO Retires

The foundation’s investment head retired this year after more than nine years of service and the role has been filled.

06.28.23
Asset Study/Review
Western Savings Program Looking To Incorporate ESG, DEI Language In IPS

The program is looking to incorporate ESG and DEI language into its investment policy statement in the third quarter to improve representation of underrepresented communities in fund management and the underlying funds within its portfolio.

06.28.23
People Moves
Mid-Atlantic Foundation Hires New CIO

The foundation recently hired its next cio to oversee its investment, cash management and debt management functions.

06.22.23
ESG
J.P. Morgan Launches Sustainable Investment Data Tool For Institutional Investors

The tool enables institutional investors to extract value from sustainable investment data supplied by providers through technology-enabled normalization, management, calculation and screening capabilities.

06.21.23
People Moves
Southern University Reelects Board Chair, Vice Chair

The university’s board of trustees recently reelected its board of trustees chair, a managing partner at a nearby private equity firm, and its vice chair, a managing director of a commercial real estate brokerage firm.

06.21.23
Fixed-Income
Western Fund Issues Short-Term FI RFP; Slates Core Bond Search

The fund is searching for firms to provide low duration/short-term fixed-income exposure for a $104 million allocation and is slated to conduct a search later this summer for a manager to handle a new approximately $200 million core bond portfolio.

06.21.23
People Moves
Southern System Eyes Director Of Investments

The system is searching for a director of investments to assist in the management and monitoring of its investment and banking activities.

06.21.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Advisor For Retirement Plans

The foundation has issued an RFP seeking a firm to provide investment, participant, provider/vendor and fiduciary status and compliance services for its retirement plans after conducting a search for an investment provider in the first quarter.

06.21.23
People Moves
Midwest Foundation Launches CIO Search

The foundation has launched a search for its next cio to oversee its investment portfolio and team as its current investment head is set to work through the end of the calendar year then retire after a decade in the role.

06.21.23
Asset Study/Review
Southern Fund Adopts New Long-Term Strategic Asset Allocation

The fund approved a new long-term strategic asset allocation for its endowments, increasing its private equity target 5% to raise expected returns and leverage the unique cash flow attributes of the portfolios.

06.21.23