Multi-Asset/Investment Advisor
Midwest College System Issues Investment Advisory RFP

The system is seeking a manager to handle its portfolio, search for new investment managers, develop its investment policy and review its asset allocation, among other responsibilities.

10.19.23
People Moves
Midwest University Appoints CFO, COO

The university has appointed a new cfo and coo to oversee its budget and planning department and human resources and financial operations departments as well as its operations, facilities and information technology departments, respectively.

10.19.23
Emerging/Diverse Managers
West Coast Foundation Adds Four Firms To Diverse Manager Roster

The foundation has added four investments with new diverse managers within its portfolio after adopting an investment strategy with a racial equity lens in the first quarter.

10.17.23
International / Global / Emerging Markets
Midwest 529 Plan Selects New Manager For Int’l Equity Portfolio

The college savings plan has selected a new manager to handle its international equity portfolio after unsuccessfully appointing a firm in the second quarter.

10.17.23
People Moves
Wealth Manager Acquires Two Advisory Teams

The firm has added private advisory teams from Janney Montgomery Scott and Wells Fargo Advisors to its global wealth management team.

10.11.23
Real Assets
Global Investment Manager Closes Third Fund Focused On Mining And Energy Transition Metals

The London-based firm has closed its oversubscribed third fund, which invests in mining and energy transition metals, at its hard cap, marking the largest fundraise in the firm’s fund series.

10.11.23
Credit/Private Debt
Western State Fund Approves Private Credit Strategy

The fund approved the addition of an upper middle market direct lending manager as its general investment consultant viewed the strategy as complementary to existing managers in the portfolio.

10.11.23
People Moves
Midwest Foundation Appoints Three New Board Members

The foundation has appointed three members to its board of trustees, effective Oct. 1, including one investment head of a Midwestern foundation.

10.11.23
People Moves
Private Market Firm Appoints Sole Impact Investments Head

The firm has named a sole head of impact investments after the individual had previously held the role alongside another employee who is now focused on investor relations.

10.11.23
People Moves
Mid-Atlantic Foundation Hires Public Markets V.P. From Northeast University

The managing director of a Northeastern university has joined a mid-Atlantic-based foundation as v.p. to oversee its public equity, public real assets and public fixed-income portfolios.

10.11.23