People Moves
Midwest Foundation Hires New CFO

The foundation has hired a new cfo to oversee its finances and help manage its investments following a search from earlier this year.

08.18.23
Asset Study/Review
Midwest University Set To Review A/A, Global Equity Portfolio

The university expects its discretionary provider to conduct a review of its strategic asset allocation during the third quarter and a separate review of its global equity portfolio during the fourth quarter.

08.17.23
Fixed-Income
West Coast 529 Plan Swaps Passive Bond Funds For Active Strategies

The college savings program added active bond strategies to replace two passive strategies to provide greater flexibility in country and security selection.

08.17.23
People Moves
Midwest University Seeks Investment Director

The university is searching for an investment director to help oversee its portfolio and conduct qualitative and quantitative analysis and due diligence of managers as part of the build-out of its investment team.

08.16.23
People Moves
Global Asset Manager Hires Private Equity Impact Investing MD From Nearby PE Mgr.

The firm has hired a managing director within its private equity impact investing team to identify, execute and manage direct private equity investments in key thematic impact sectors.

08.16.23
Equity
Western Endowment Narrows Finalists In Global Equity Search, Selects Large-Cap Growth Mgr.

The fund has narrowed its search for a new global equity manager for its portfolio to three finalists and selected a firm in its domestic large-cap growth equity manager search at its board meeting this week.

08.16.23
MRI/Social Investments
Midwest Enterprise Launches Impact Fund With Foundation Support

The social enterprise organization has launched a $50 million impact vehicle to revitalize urban areas that has garnered investments from several prominent foundations.

08.10.23
Multi-Asset/Investment Advisor
Southern Authority Seeks Financial Advisor

The agency has issued an RFP seeking a financial advisor to help facilitate the issuance of bonds and other obligations and advise on their investment.

08.10.23
Administrator/Record Keeper
Regulatory Agency Fines 11 Firms For Record Keeping Failures

A federal securities regulator has fined 11 firms with failing to preserve electronic communications.

08.10.23
People Moves
Midwest Health Insurer Snags Former 529 Plan CIO

The health insurance federation has hired the former cio of a college savings plan as executive director of investments to see its investment programs.

08.10.23