Asset Study/Review
Midwest Foundation Conducting A/A Study

The foundation is reviewing the target asset allocation of its largest investment pool as well as reviewing the fixed-income manager roster within another pool of assets.

03.12.25
Daily Feed
Northwest Ohio Universities Scrap Planned Merger

Two Christian-affiliated higher education institutions have reversed their planned merger initially agreed to in the first quarter of 2024.

03.12.25
People Moves
Southern University Seeks Analyst For Data, Operational Due Diligence

The position will assist primarily with designing and executing data analysis for portfolio performance, risk profile and overall exposures.

03.05.25
Industry News
Firm Expands Access To Alternatives Platform

A global investment firm has expanded access for its alternative asset platform to its private banking and advisor clients as well as entities that have no relationship with the firm.

03.05.25
Industry News
Investment Consultant Absorbs Charlotte-Based Advisor

The investment consultant absorbed the investment advisor and financial planning firm’s base of clients totaling $1.4 billion in assets across 30 states.

03.05.25
Consultant/OCIO/Discretionary
Midwest Agency Seeks Non-Discretionary Investment Advisor

The search is for standard due diligence purposes as the incumbent provider’s contract is expiring.

03.05.25
People Moves
Midwest Foundation Managing Director To Retire

The foundation is searching for a successor to monitor its investment performance, rebalance its portfolio and provide strategic direction to its general investment consultant regarding the selection and due diligence of managers and risk management.

03.05.25
Consultant/OCIO/Discretionary
New England College Tabs New Outsourced CIO Following Search

The college’s previous discretionary advisor was acquired last year.

03.05.25
Multi-Asset/Investment Advisor
Midwest College Foundation Issues Investment Management RFP

The search for banking and investment management services for its reserve portfolio is due to impending contract expirations.

03.05.25
People Moves
Mid-Atlantic University Searches For Private Equity Staffer

The university is searching for an investments associate or associate director to help oversee its long-term portfolio with a focus on private equity.

02.26.25