People Moves
Alternatives Manager Adds Executive Director

The firm has hired an executive director to oversee the strategic direction of its initiative that honors firms and individuals with exemplary investment results and industry leadership.

09.18.25
Multi-Asset/Investment Advisor
Western University Issues Investment Advisor RFP

The investment advisor will provide comprehensive advisory and portfolio management services for the university’s short-term and core investment pools.

09.18.25
Multi-Asset/Investment Advisor
Western University Selects New Firm In Investment Advisor Search

The university selected a new non-discretionary investment advisor for its operating investment portfolio after launching a search earlier this year due to standard due diligence requirements.

09.18.25
Emerging/Diverse Managers
Outsourced CIO Provider Team Launches New Platform

Team members from an outsourced cio have started a new platform to capitalize on opportunities outside the U.S.

09.17.25
Multi-Asset/Investment Advisor
Mid-Atlantic State Issues RFI For Investment Advisor

The state’s treasury office is looking for firms to provide investment advisory and performance reporting services related to several of its funds.

09.17.25
People Moves
Southern University Seeks Manager For Investment Accounting, Performance Reporting

The university is looking to add a manager of investment accounting and performance reporting to oversee reviewing transactions, account reconciliations and financial schedules, among other responsibilities.

09.17.25
People Moves
Wealth Management Firm Hires Regional Leader

The wealth management business has named a new president to lead the firm’s business across a major Midwestern state due to an upcoming retirement.

09.10.25
Fixed-Income
Southern Foundation Adds Fixed-Income Investments

The foundation added fixed-income strategies with a new investment manager within its portfolio in the first quarter.

09.10.25
Equity
Southern 529 Adds Underlying Funds

A college savings plan based in a Southern state has added two utilities strategies as underlying funds within some of its investment options.

09.10.25
People Moves
Midwest Community College Names New Finance Head

The college has hired a new v.p. of finance and administration to oversee fiscal and investment operations following a search from last year.

09.10.25