Asset Study/Review
Southern Foundation Bringing Investment Management Inhouse

The foundation has hired a cio and director of investment operations in a move to bring its investment management and operations inhouse.

04.08.25
People Moves
Southern Fund Eyes Operational Due Diligence Director

The fund is searching for a director or associate director for operational due diligence to contribute to and lead aspects of the execution of its due diligence program, focusing on new and existing external investment managers across asset classes.

04.03.25
ESG
New England University Votes Down Divestment Petitions

The university has voted down two proposals asking to divest its endowment from entities related to the war, humanitarian crises and human rights violations in Israel and will not consider further petitions.

04.02.25
People Moves
Southern University CIO Joins VC Manager

The university’s former cio left at the end of 2024 to join a venture capital manager, where they are involved with strategic partnerships and impact.

04.02.25
People Moves
New England Institution Looks To Add To Investment Operations Team

The institution is seeking an individual to lead a small team and oversee investment operations for directly held public market instruments.

04.02.25
ESG
Mid-Atlantic University Decides Against Divestment Proposal

The university decided against a proposal to halt financial ties to entities associates with Israel as it did not meet three main criteria, including consensus within the university community on how to respond to the issue.

04.02.25
Multi-Asset/Investment Advisor
Western Tribal Organization Seeks 401k Advisor

The organization has issued an RFP seeking advisors to provide management advice and consultation for its employee retirement 401k account(s) on a non-discretionary basis as it puts the services out for bid periodically.

04.02.25
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Advisor RFP

The foundation is seeking an investment advisor for its endowment as its bylaws require the services be placed out for bid every seven years.

04.02.25
People Moves
Western University MD Departing For Southern Retirement System

The university’s managing director of real assets is leaving the institution after nearly eight years of service to join a southern retirement system in the same role.

03.27.25
Infrastructure
Southern Health System Slates Infrastructure Commitment

The infrastructure commitment was under consideration at a meeting this week to complement an existing manager as the health system is also underweight its target to the asset class.

03.27.25