People Moves
Mid-Atlantic University Names Permanent CIO

The university has tabbed its interim cio to take over the position permanently following a national search as its previous investment head left to lead a mid-Atlantic endowment.

03.05.26
ESG
New England Institution Inks Low Cabon Index Fund Investment; Revises A/A

The institution approved an investment with a low carbon, global equity index fund within its pension and revised the target asset allocation for its largest pool of assets.

03.04.26
Emerging/Diverse Managers
Western Foundation Builds Out Of Diverse Mgr., Impact Investment Portfolios

The foundation is looking to increase its allocations to diverse asset managers and environmental sustainability and social impact strategies, including regionally focused investments, within its endowment.

03.04.26
Administrator/Record Keeper
Midwest Community College Issues Record Keeper RFP

The community college is searching for a firm to provide comprehensive administrative and record keeping services for its defined benefit 403(b) plan and deferred compensation 457(b) plan.

03.04.26
Consultant/OCIO/Discretionary
Mid-Atlantic Nonprofit Issues Consultant RFP

The nonprofit affiliated with a mid-Atlantic city government has issued an RFP seeking an investment consultant to develop a mission-aligned investment policy and allocate assets.

02.27.26
Asset Study/Review
West Coast Fund Conducting A/A Study

The fund and its general investment consultant will consider segmenting the fixed-income allocation into core investment grade and return-seeking credit.

02.25.26
People Moves
Great Plains Health System Hires Investment Mgr. For Newly Created Position

The hire follows a search from last year as the institution looks to build out its investment team.

02.25.26
People Moves
Mid-Atlantic University Seeks Investment Operations Head

The position is responsible for overseeing operational due diligence on prospective investment opportunities after the previous investment operations lead left the institution.

02.25.26
People Moves
Midwest College Hires New CFO

The college’s previous finance head left last year to join a public museum in a similar role.

02.25.26
People Moves
New England College Launches CIO Search

The college’s current investment head is leaving to join a private investment office that manages the assets of a global multigenerational family.

02.25.26