People Moves
Midwestern Foundation Seeks V.P. Of Investments

The foundation is is searching for a v.p. of investments and administration to help manage its portfolio and serve as a liaison to its outsourced cio and investment committee.

04.04.24
People Moves
Manager Promotes SMID Equity Portfolio Manager

The investment manager has named a new lead portfolio manager for its small and small- to mid-cap equity team.

04.04.24
Industry News
Wealth And Alternatives Manager Acquiring Outsourced CIO

The firm is absorbing an outsourced cio provider and advisory firm to expand its operations in key regions in the U.S. and enhance its offerings in the outsourced cio market.

04.04.24
Consultant/OCIO/Discretionary
Investment Consultant Absorbs Southern Wealth Manager

The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.

04.03.24
Consultant/OCIO/Discretionary
West Coast Foundation Rehires Outsourced CIO Following RFI Process

The foundation has rehired its incumbent outsourced cio following an invitation-only RFI process to determine whether it should be put services out for bid.

04.03.24
People Moves
Mid-Atlantic College Appoints CIO As Inaugural Investment Head Retires

The college promoted its managing director to cio following the retirement of its inaugural investment head.

03.28.24
Consultant/OCIO/Discretionary
Investment Veteran Launches Management Consulting And Capital Placement Firm

A veteran within the investment consultant space has started an advisory firm to assist investment managers that offer private markets strategies.

03.28.24
Announcements
Northwest Ohio Universities Merging

The two Christian-affiliated universities have agreed to merge campuses under one organization, while their endowments will remain separate.

03.27.24
MRI/Social Investments
Midwest Foundation Reviews Fixed-Income Portfolio, Seeks New Impact Investments

The foundation is eyeing more impact investments this year as it also reviews its fixed-income allocations.

03.20.24
People Moves
Western Fund Adds Analysts

The fund added three analysts to its investment team to help oversee and manage its portfolio in the first quarter.

03.20.24