Multi-Asset/Investment Advisor
Great Plains Nation Issues RFP

A tribal nation based in the Great Plains region has issued an investment management RFP for a planned reserve fund portfolio.

04.17.24
Asset Study/Review
Chicago University Foundation Revises A/A

The foundation’s revised asset allocation creates a maiden global bond allocation while increasing its targets to domestic fixed-income, real assets and domestic large-cap equity.

04.17.24
People Moves
London Consultant Names New Partners

A consulting firm based in the United Kingdom has promoted several staff members to partner.

04.17.24
Multi-Asset/Investment Advisor
Western Funds Announce Search Finalists

Two state funds on the West Coast have announced finalists as part of a search for investment managers.

04.17.24
People Moves
Investment Manager Appoints Next President & CEO

The firm has promoted a portfolio manager to president and ceo as its chair and ceo is transitioning to executive chair.

04.11.24
Consultant/OCIO/Discretionary
Global Wealth Manager Absorbing Outsourced CIO

The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.

04.11.24
People Moves
Southern Hospital Organization Seeks Investment Analyst

The healthcare organization is seeking an investment analyst to help in managing its endowment, monitoring existing investments and researching prospective investments.

04.11.24
ESG
Church Pension Adds Sustainability-Focused Equity Strategy, PE & RE Commitments

The pension recently added a sustainability-focused public equity manager alongside private equity and real estate commitments.

04.11.24
Multi-Asset/Investment Advisor
Midwest College Reissues Investment RFP

A college based in a Midwestern state has reissued a RFP for banking and investment management services to include armored car deposit responsibilities.

04.11.24
People Moves
Clean Tech Firm Promotes Investment Director To Principal

Firm’s newly promoted principal will continue to manage the firm’s energy transition investments.

04.10.24