People Moves
Southern University Investment Mgr. Leaves Investment Office

The university’s investment manager left the investment team last month after seven years in the role.

10.13.22
Asset Study/Review
Midwest Foundation Approves New Strategic AA

The foundation approved a maiden private credit target and increased its allocation to hedge funds following an asset allocation study.

10.13.22
People Moves
West Coast Foundation Seeks Investment Officer

The foundation is conducting the search as its current investment officer is set to leave in spring 2023 to support other groups in the philanthropic space.

10.13.22
Asset Study/Review
Southern University Weighs Increase To Global Equity, PE Targets

The university is considering a proposal to increase its asset allocation targets to global equity and private equity.

10.13.22
People Moves
Midwest University Seeks Investment Analyst

The university is searching for an investment analyst as a senior investment analyst left last month to join an insurance and financial services company.

10.13.22
Fixed-Income
Western University Searching For Fixed-Income Mgr.

The university is seeking a manager for its fixed-income long-term portfolio and short-term cash reserves.

10.13.22
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Seeks Investment Advisor

The college has issued an RFP seeking an investment advisor to manage its foundation’s portfolio after conducting a similar search in 2013.

10.06.22
Credit/Private Debt
Western State Trust Considering New Private Debt Investments

The state treasurer’s office will consider adding two private debt strategies to its trust portfolio after approving new targets to private credit last year.

10.06.22
MRI/Social Investments
Mountain State Foundation Adds Impact Investment Fund

The foundation invested in a fixed-income impact fund that will directly invest in housing in the state.

10.06.22
Consultant/OCIO/Discretionary
Western 529 Plan To Issue Investment Consultant, 529 Industry Consultant RFPs

The college savings plan will conduct searches for both investment consulting and 529 industry consulting services due to the April 2023 contract expirations of its incumbent providers.

10.06.22