Cash
Midwest Plan Increases Cash Target Following Asset/Liability Study

The 529 plan increased its cash target in anticipation of significant cash outflows over the next two years with funding coming from reductions to fixed-income and public equities.

06.22.22
People Moves
Investment Advisory Firm Adds Co-CIO

The St. Louis-based firm hired a co-cio to lead its discretionary investment business and head its manager research function.

06.22.22
Consultant/OCIO/Discretionary
Midwest College Savings Plan Rehires Investment Consultant

The 529 program has renewed the contract with its incumbent consultant.

06.21.22
Asset Study/Review
West Coast University Explores Addition Of Active Equity Strategies

The university is looking to add actively managed domestic and emerging markets equity strategies in order to diversify and enhance its portfolio’s returns.

06.16.22
People Moves
Midwest University Hires Next CIO As Part Of Launch Of In-house Investment Office

A university based in the Midwest has hired the deputy cio from a Mid-Atlantic university to help lead a new in-house investment office.

06.16.22
People Moves
Mid-Atlantic Plan Searching For Investment Analyst

The investment analyst would help oversee the trust’s endowment and assist senior investment team members with due diligence, modeling and portfolio monitoring.

06.16.22
Private Equity
Midwest College Pursues Private Equity Investments

The college is looking to add private equity investments, including growth equity, buyouts and venture capital.

06.16.22
People Moves
West Coast Trust CIO To Depart

The organization is deliberating the future structure of its investments practice as its cio is set to step down from the role this summer after eight years in the position.

06.13.22
Alternatives
Midwest University Revises A/A; Adds VC, PE Commitments

The university added several venture capital strategies and a buyout private equity fund to its endowment in the first quarter.

06.09.22
People Moves
Midwest University Searching For CFO

The university is searching for a new v.p. of finance and administration and cfo to oversee its investment, finance, budget, treasury, real estate, business services and risk management services among others.

06.09.22