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
Industry News
Investment Manager Acquires Firm

New firm will serve institutional investors and high-net-worth individuals.

11.25.20
Industry News
Advisory Firm Merges With Wealth Manager

An investment advisory firm is merging with a wealth management company.

11.25.20
High-Yield
Southern Fund To Search For Fixed-Income Managers

A fund based in the South approved the issuance of an RFP for fixed-income managers to handle a maiden allocation last week.

11.25.20
Searches And Hires
Southern College System Seeks Search Firm For CFO Search

A college system in the South has issued an RFQ seeking a search firm to help it search for its next cfo.

11.25.20