People Moves
New England College Adds Board Members

The college added three new members, including two investment professionals, to its board of trustees to serve four-year terms beginning this summer.

09.25.24
Administrator/Record Keeper
Southern University Record Keeper, Investment Services For Retirement Plans

The university is seeking firms to provide lead record keeper, investment, administrative, and participant services for its retirement plans as it looks to consolidate to four vendors.

09.25.24
MRI/Social Investments
Western Foundation Eyes Director For PRI Program; Public Markets Analyst

The foundation is conducting searches for a director of portfolio management for its program-related investments portfolio and a public markets investment analyst.

09.25.24
People Moves
Southern Health System Hires Treasurer

The system hired a new treasurer to direct and perform the cash management functions for its portfolio in the second quarter.

09.25.24
Credit/Private Debt
Two Investment Managers Forming Private Credit Joint Venture

The joint venture will provide flexible private credit solutions that support the needs of lower and middle market businesses.

09.25.24
ESG
New England University Votes Against Divestment Proposal

The university’s board of trustees voted against a proposal to divest from weapons manufacturers and other companies involved in the Israel-Hamas war last week.

09.25.24
People Moves
Northeast Foundation Promotes MD To CIO

The foundation has promoted its managing director of investments to serve as cio and oversee its endowment as its previous investment head left to serve as cio at an investment firm.

09.24.24
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