Consultant/OCIO/Discretionary
Mid-Atlantic University Foundation Moves To Outsourced CIO Model

The system approved private equity and real assets commitments with existing investment managers within its endowment at its board meeting last month.

04.17.24
Alternatives
Southern Education System Approves Private Equity, Real Assets Commitments

The system approved private equity and real assets commitments with existing investment managers within its endowment at its board meeting last month.

04.17.24
Administrator - Bundled
Southwest University System Wraps Up Search For Retirement Plan Record Keeping, Investment Services

The system selected two managers to wrap up its search for firms to provide lead record keeper, investment, administrative and participant services for its more than $5 billion in retirement assets.

04.17.24
People Moves
Southern Foundation Names Next CEO

The foundation has hired a new ceo to handle its day-to-day oversight and leadership and help guide its strategic direction after its ceo retired last year.

04.17.24
People Moves
Western Health Foundation Wraps Up Investment Manager Search

The foundation recently hired an investment manager to assist in the oversight and management of its portfolio following a search from 2023.

04.11.24
People Moves
Western Institute To Search For Investment Head As CIO To Step Down

The institute will conduct a search for a cio as its investment head is expected to step down from the role later this year to focus on their various board, teaching and philanthropic endeavors.

04.11.24
Fixed-Income
Southern University Seeks Short-Term Fixed-Income Vehicle

The university is seeking an investment manager to handle a highly liquid, short-term investment vehicle comprised of fixed-income investments that are intended to link closely with its existing daily cash receipts and payments systems.

04.11.24
Announcements
Northeast Investment Advisory Firm Opens New Office

The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.

04.11.24
People Moves
Western Foundation Seeks Investment Associate

The foundation is seeking an investment associate focused on public equity and fixed-income to assist in the development and implementation of portfolio strategies.

04.11.24
People Moves
Northeast Foundation Seeks Investment Ops. Analyst

The foundation is searching for an investment operations analyst to support its investment team with day-to-day investment operations and reporting.

04.10.24