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
People Moves
Mid-Atlantic University Reviewing Admin. Structure As CFO Set To Leave

The university is developing a new administrative structure to bolster the organization as its executive v.p. and cfo is set to leave the institution at the end of the month.

06.09.22
Asset Study/Review
Southern 529 Plan Eliminates Equity Exposure As Part Of New IPS

College savings plan will exclusively invest in fixed-income and cash after eliminating its equity exposure late last month.

06.09.22
Asset Study/Review
Northwest Plan Adjusts Portfolio Targets Following Asset Study

A state trust updated the target asset allocation for one of its portfolios, increasing its targets toward domestic and international equities.

06.09.22
Emerging/Diverse Managers
Institutional Investors Commits To Venture Fund

A prominent Southern university has committed to a new venture fund focused on Black-owned and -led healthcare companies alongside other institutional investors.

06.02.22
Multi-Asset/Investment Advisor
Midwest Foundation Issues Investment Mgmt. RFP

The foundation, formed from the recent acquisition of a regional hospice and palliative care provider, is searching for a firm to help update the governance and investment management process for its portfolio.

06.01.22
People Moves
Midwest University Names New CFO

The new cfo will manage its operating budget, financial planning and accounting as well as oversee its investments.

06.01.22
People Moves
Southern University Hires Associate Director From Outsourced CIO

The new associate director of investments joins from a mid-Atlantic outsourced cio, where he was responsible for asset allocation and portfolio management.

06.01.22