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
Industry News
Mid-Atlantic Organization Searching For Investment Associate

An organization in the Mid-Atlantic region is searching for an investment associate to assist in the oversight, management and monitoring of its endowment.

11.25.20
Industry News
Bank Snags Team From Wealth Manager

A major bank has hired a new team from a wealth management firm.

11.25.20