Consultant/OCIO/Discretionary
Mid-Atlantic University Seeks Investment Consultant

The university has issued an RFP seeking an investment consultant to assist in determining investment options for its operating funds.

04.26.23
People Moves
Western Foundation Adds Investment Officer

New investment officer will help oversee various investment programs, including investment pools, individually managed funds, donor recommended impact investments, following a search from last year.

04.20.23
Industry News
Outsourced CIO Launches Private Investment Company, Names CEO

The firm formed a private investment company to source, research, deliver and manage private investments for clients and has named one of its partners to head the entity.

04.19.23
Asset Study/Review
Southern Fund Approves Divesting From Companies Over Energy, Israel Stances

The fund approved divesting its portfolio of direct holdings in companies that boycott energy companies and Israel after a state agency released a list of companies that must be divested from last year.

04.19.23
People Moves
Midwest Foundation Eyes Next CFO

The foundation is seeking a cfo to oversee its fiscal operations, including finance, budgeting and investments, after its finance head left this month.

04.19.23
People Moves
Nonprofit Research Organization Adds Member Consultant

The organization hired a new member consultant to help institutions with searches for investment consultants and outsourced cios, including assessing and evaluating firms and proposals.

04.19.23
People Moves
Southern Foundation CIO Dies After Cancer Battle

The foundation’s investment head died last week after a two-year battle with brain cancer.

04.19.23
People Moves
Search Consulting Firm Adds Senior Consultant

The firm has hired a senior consultant to advise fiduciaries on their outsourced cio and investment consultant evaluation and search projects.

04.19.23
People Moves
Recently Launched Private Investment Firm Names Chief Impact Officer

The firm has hired a chief impact officer to deliver an impact investing platform and establish the firm as a thought leader in impact private markets.

04.18.23
ESG
Canadian University Approves Divesting From Fossil Fuel Producers

The university will divest its endowment from investment funds that have direct fossil fuel exposure by 2030 after a student activist group occupied an administrative building for 18 days.

04.18.23