Administrator - Bundled
West Coast 529 Preps Search For Program Manager

The college savings plan approved the search last week and expects to issue an open-invitation RFP next month.

09.20.23
ESG
Midwest Health System Developing Sustainable Investment Guidelines, Wrapping Up IPS Review

The healthcare system is working on sustainable investment guidelines after reviewing sustainability scores on current investments in the first quarter and evaluating future opportunities.

09.19.23
People Moves
Outsourced CIO Hires COO

The discretionary advisor recently hired the co-head of investment operations at a large investment manager to serve as its coo and oversee its daily operations.

09.14.23
Asset Study/Review
Southern University Revamps Retirement Plan Investment Portfolios

The university established new investment lineups with new and existing managers for its 457(b) and 403(b) plans following a review from its general investment consultant and a retirement advisory committee.

09.13.23
Trends
Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade: Angeles Investment Advisors

The Santa Monica, Calif.-based outsourced cio firm is overweight on asset classes that capitalize on a strong U.S. economy buoyed by strong economic and consumer activity.

09.13.23
Multi-Asset/Investment Advisor
Agriculture Department Issues Investment Services RFI

The federal agency is seeking information from potential banking and investment management service providers as part of market research.

09.13.23
Asset Study/Review
Midwest University Launches Asset Allocation Study

The university is conducting a review of its asset allocations alongside its general investment consultant as it typically conducts a study every three years.

09.13.23
People Moves
Northeast Foundation Elects Mid-Atlantic College CIO To Board

The foundation elected the mid-Atlantic college’s cio to its board, which is tasked with managing the organization’s affairs and property.

09.13.23
People Moves
Investment & Wealth Mgmt. Firm’s Next CEO In Place Following Retirement Of Former Head

The firm has filled its ceo role through an internal succession plan following the retirement of its president and ceo at the end of August after 13 years in the role.

09.13.23
People Moves
Midwest Foundation Hires Investment Director

The foundation has hired an associate v.p. and director of investments to oversee all components of its investment team and portfolio as well as co-lead the sourcing, screening, selection and due diligence of investment managers.

09.13.23