Consultant/OCIO/Discretionary
Southern Endowment Hires Outsourced CIO To Complete Search

An endowment in the South hired a new outsourced cio to handle its investment portfolio to wrap up a search from late 2019.

12.10.20
Consultant/OCIO/Discretionary
Western Foundation Selects New Investment Consultant Following RFI, RFP Process

A foundation in the West has selected a new investment consultant for its long-term and sustainable and responsible investment portfolios following the issuance of an RFI in January.

12.10.20
Industry News
Wealth Manager Promotes Director

The senior director will manage portfolios and strategic planing.

12.03.20
Industry News
Firm Announces Co-Presidents

One appointee is based in New York and the other is based in Los Angeles.

12.03.20
Asset Study/Review
Midwest University Adjusts Asset Targets

A university based in the Midwest has adjusted its retirement plans asset targets.

12.03.20
Searches And Hires
Midwest University Discloses Private Commitments

A university based in the Midwest disclosed follow-on commitments to private credit, private equity and venture capital managers within its long-term portfolio made this summer.

12.03.20
Industry News
Midwest Healthcare System Seeks Staff

A healthcare system based in the Midwest is seeking an investment officer.

12.03.20
Emerging/Diverse Managers
Western Foundation Adds Diverse Manager Policy

A foundation in the West added a diverse manager policy to its formal investment policy statement this summer as it is looking to increase the percentage of diverse managers to 10% of the portfolio over the next two years.

12.03.20
Consultant/OCIO/Discretionary
Canadian University Searching For Investment Consultant

A university in Canada has issued an RFP seeking an investment consultant to assist with the management of its endowment funds.

12.03.20
Multi-Asset/Investment Advisor
Mid-Atlantic Health Plan Retains Firm For Investment Mgmt., Record Keeping Services

A health plan in the Mid-Atlantic region retained its firm for investment management and record keeping services earlier this year following a search from the fourth quarter of 2019.

12.03.20