Consultant/OCIO/Discretionary
Southern Plan Hires Investment Advisor

A foundation based in a Southern state has hired an advisor for a portion of its investment portfolio.

07.22.21
Asset Study/Review
Midwest University Foundation Adjusts A/A

A university based in the Midwest has adjusted its endowment asset allocation targets.

07.22.21
Industry News
West Coast Foundation Hires New Finance Lead

A foundation based on the West Coast has hired a new finance lead to oversee its investments.

07.22.21
Asset Study/Review
Southern 529 Plan Adds Money Market Fund

A college savings in a Southern state recently added a money market fund to replace a deposit account option.

07.22.21
Asset Study/Review
Midwest University Approves More Conservative Asset Allocation

A university based in the Midwest has adjusted the target asset allocation of one of its pools to a more conservative approach at its board meeting last month.

07.15.21
Alternatives
Church Pension Adds PE, RE, HY Strategies

A Northeastern church pension plan added private equity, real estate and high-yield fixed-income investments during its June board meeting.

07.15.21
People Moves
Southern Hospital System Loses CFO To Southern Membership Group

A Southern nonprofit membership organization has hired a new cfo from a nearby hospital system.

07.15.21
People Moves
Mid-Atlantic University Names New Finance Head

A Mid-Atlantic-based university has hired a new v.p. of finance and administration to oversee its endowment and financial budget.

07.15.21
Industry News
Southern University Foundation Adds Investment Pros To Board

A foundation based in a Southern state elected new board of trustees members, including investment professionals, and assigned current members to leadership positions effective July 1.

07.15.21
Multi-Asset/Investment Advisor
Midwest University Issues Investment Advisor RFP

A university based in the Midwest has launched a search for an investment advisor for its operating pool and its foundation’s investment portfolio.

06.30.21