People Moves
Midwest State Treasurer Seeks Senior Investment Analyst For Public Markets

The treasurer’s office is looking to fill the newly created role of senior investment analyst, which will focus on public markets investments.

07.19.23
Asset Study/Review
West Coast Plan Revises A/A, Ups Fixed-Income Target

The organization revised its target asset allocation last week, boosting its target to fixed-income at the expense of REITs, which is expected to result in the liquidation of an exchange traded fund.

07.19.23
People Moves
Pretium Names Senior Managing Director, Head of International Real Estate

The firm has hired a new senior managing director and head of international real estate to spear head its plans to expand investing outside of the U.S.

07.13.23
People Moves
Midwest University Foundation Tabs New CIO, Searching For Director Of Investments

The foundation has promoted a senior member of its investment team to cio and is conducting a search for a director of investments to succeed the role vacated by the new investment head.

07.13.23
Daily Feed
Mid-Atlantic Institution Acquiring Nearby Catholic University’s Campus

The institution is set to acquire a nearby campus from a Catholic Institution as it has experienced shrinking enrollment numbers and budget gaps.

07.12.23
Consultant/OCIO/Discretionary
West Coast University Wraps Up Climate Consultant Search; Makes RE, HF Investments

The institution selected a climate reporting consultant following a search from February and added hedge fund and real estate investments with existing managers during the first quarter.

07.12.23
People Moves
Mid-Atlantic Foundation Snags Investment Ops. Director From Western Health System

The foundation hired a v.p. of investment operations from a Western health system following a search for the newly created role earlier this year.

07.11.23
Passive Equity
Midwest 529 Plan Moving Int’l Equity Portfolio To Passive Mgmt., Adds Firm

The college savings plan approved adding a passive international equity comingled fund to its portfolio at the expense of two actively managed funds to reduce risk and lower management costs.

07.11.23
People Moves
Southern Foundation Impact Investments Lead Exits To Launch Impact Firm

The managing director overseeing impact investment funds left the foundation in June to launch their own firm that aims to design, build and implement impact investment programs at philanthropic groups.

07.11.23
People Moves
Midwest 529 Selects Permanent Executive Director

A 529 plan in the Midwest has named its cfo and cio as its permanent executive director following a recent retirement.

07.11.23