Consultant/OCIO/Discretionary
Canadian City Agency Hires Outsourced CIO, Close To Completing Transition

The agency hired its first outsourced cio last year following a search process that saw its original selection revoked as it was unable to reach satisfactory agreement terms with the advisor.

03.25.26
People Moves
Southern Endowment Eyes Head Of Venture Capital

The fund is seeking head of venture capital to lead investment due diligence and evaluation as well as portfolio monitoring and risk management for its venture portfolio.

03.25.26
People Moves
Midwest University Eyes Marketable Investment Analyst

The analyst will support and help with the oversight and management of the institution’s equity, fixed- income and absolute return portfolios.

03.25.26
Consultant/OCIO/Discretionary
Midwest University Seeks Firm For Retirement Plans Review

The institution is seeking a firm to review and oversee its 401(k) and 403(b) retirement plan investment options as it reviews investments periodically.

03.25.26
People Moves
New England University Names Next CFO

The institution has hired a new cfo to oversee its finance and budget offices from another prominent institution in New England.

03.25.26
5 Questions
5 Questions With San Diego Foundation V.P., CIO and CFO Matt Fettig

Matt Fettig joined the San Diego Foundation as cio in 2013, where he helped grow its portfolio to $1.8 billion in assets from $612 million, and took over the cfo role on Feb. 2, overseeing financial operations, compliance, audit and enterprise risk management. He took the time to answer 5 Questions with FIN News.

03.24.26
People Moves
Canadian Institution Promotes Investment Director To Deputy CIO

The university promoted its director of investments to deputy cio earlier this year to assist in the oversight and management of its portfolio, including asset allocation, risk management and ESG integration.

03.18.26
Announcements
Wealth Management Firm Adds Sales, Advisor Relationships Heads

The firm has added a global head of sales and head of advisor relationships and strategic partnerships to expand its wealth management segment.

03.18.26
People Moves
Canadian Foundation Names Board Member As CIO

The foundation has hired the founder and managing partner of a boutique consulting firm focused on sustainable finance and investing as its cio.

03.18.26
Asset Study/Review
Southern Institution Approves Revising A/A

The university approved a recommendation to revise its asset allocation, increasing its target to international equity, at its March meeting.

03.18.26