Consultant/OCIO/Discretionary
Midwest Board Retains Incumbent Investment Consultant

The board retained its incumbent investment consultant for its 403(b) retirement plans over one other finalist following a closed RFP process from 2022 for standard due diligence purposes.

07.06.23
People Moves
Global Investment Manager Names Sustainability Institute Director

The firm has named a director to lead its sustainability investment research institute.

07.06.23
People Moves
Midwest University Tabs Investment Industry CEOs To Board

The university has added three new members to its board of trustees, including the ceo of a private equity firm and the ceo of a global asset manager.

07.06.23
People Moves
Manager Names First Global Sustainability Head

The global manager has appointed its global head of asset management and development for real assets as its first global head of sustainability to develop and deploy sustainability strategies across its business lines.

07.06.23
Consultant/OCIO/Discretionary
Midwest College Renews Investment Consultant Contract

The college renewed its contract with its investment consultant for a one-year term beginning on July 1.

07.06.23
Alternatives
Private Investment Firm Closes Second Fund

The New York-based firm closed its second flexible capital fund above its fundraising target with more than $275 million in commitments.

07.06.23
People Moves
Wealth Management Firm Hires Principal

The firm has hired a principal to oversee its new West Coast office and provide wealth management services, wealth strategy and portfolio analysis to clients.

07.06.23
Fixed-Income
Church Pension Hires Core FI Manager, Adds Alternative Commitments

The church pension hired a new core fixed-income manager in addition to investments and co-investments in private equity and real estate in June.

07.06.23
People Moves
Global Asset Manager Impact Investing Head Retiring

The firm’s head of impact investing will retire this summer and the firm has named a portfolio manager on its impact investment team as their successor.

06.29.23
Asset Study/Review
Midwest University Adjusts A/A Toward Public Equity, Private RA

The university increased its targets to public equity and private real assets to reduce portfolio complexity and take advantage of higher interest rates.

06.29.23