People Moves
Verus President Departing For Financial Services Firm

The investment consulting firm’s president is leaving the firm at the end of the month for a global leadership role at a financial services firm.

09.18.24
Asset Study/Review
Great Lakes University Slated To Approve IPS

The university is slated to approve a new investment policy statement for its long-term portfolio that incorporates additional risk management and diversification guidelines.

09.18.24
People Moves
Sustainable Real Assets Mgr. Hires Head Of Impact

The firm has hired for the newly created role of head of impact to lead comprehensive impact efforts at the firm level and across its portfolio.

09.18.24
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFP

The college is seeking an investment advisor to provide strategic advice and management of bond proceeds throughout the life of the bond.

09.18.24
People Moves
Western Foundation Eyes Analysts

The foundation is searching for an investment analyst and investment operations analyst to help oversee and manage its portfolio.

09.18.24
People Moves
Northeast Trust Searching For Investment Associate

The fund is searching for an investment associate to assist in the oversight and management of its investments, including assisting with due diligence of prospective investment managers.

09.18.24
People Moves
Specialized Manager Hires Capital Markets Head

The firm has hired a senior managing director and head of capital markets to serve on its executive committee and help guide the next phase of strategic growth.

09.18.24
Consultant/OCIO/Discretionary
Southern University Seeks Retirement Plan Consultant

The university is seeking a firm to provide investment selection within its 403(b) plan as well as evaluate and monitor the plan’s record keepers.

09.18.24
People Moves
Investment Firm Adds MD To Multi-Family Office Team

The firm expanded its Philadelphia multi-family office team with the appointment of a managing director to deepen relationships with private business owners, wealthy families, local endowments, foundations and nonprofit institutions in the region.

09.18.24
ESG
New England University Considering Divestment Proposal

The university will consider a proposal to divest its endowment from companies that facilitate the Israeli occupation of Palestinian territory at its October meeting.

09.12.24