People Moves
Mid-Atlantic Trust Lead Departs To Launch Advisory Firm

The trust’s ceo and cio recently left the organization after more than three years of service to launch their own investment advisory and outsourced cio firm.

07.22.26
Asset Study/Review
Midwest Association Revises Target A/A

The nonprofit association revised its target asset allocation in the second quarter, moving its portfolio toward fixed-income at the expense of public equities and real assets.

07.22.26
People Moves
West Coast Foundation Eyes Investment Analyst

The foundation is searching for an investment analyst to join its three-year analyst program, which is structured as a generalist model.

07.22.26
People Moves
Midwest Treasurer Seeks Director For 529, Other Savings Plans

The state treasurer is looking to fill a newly created director of investments position overseeing college savings and other savings programs in the state.

07.22.26
Multi-Asset/Investment Advisor
Southern Municipality Launches Investment Management Search

The county is seeking a firm to provide investment management and advisory services for its endowment fund, including conducting due diligence, selecting investment managers and overseeing asset allocation modeling.

07.22.26
People Moves
West Coast University Names New V.P. For Finance & CFO

The university’s current v.p. and coo will retire in December after 17 years of service.

07.22.26
Industry News
B Capital-Led Consortium Acquiring Russell Investments

A group of investors led by B Capital that included the California Public Employees’ Retirement System has agreed to acquire Russell Investments.

07.15.26
Multi-Asset/Investment Advisor
Western University Wraps Up Search For Advisor

The university selected its incumbent investment advisor to continue advising its short-term operating funds following a search from the first quarter due to the firm’s impending contract expiration.

07.15.26
People Moves
Health System Seeks Investment Operations Staff

The heal system is seeking an investment operations analyst to assist with investment reporting and data management.

07.15.26
MRI/Social Investments
New England Foundation Seeks More Mission-Aligned Investment Opportunities

The foundation is eyeing more impact or mission-aligned investments related to natural resources and affordable housing within its investment portfolio as it looks to achieve 100% mission alignment.

07.15.26