Fixed-Income
Western University Searching For Fixed-Income Mgr.

The university is seeking a manager for its fixed-income long-term portfolio and short-term cash reserves.

10.13.22
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Seeks Investment Advisor

The college has issued an RFP seeking an investment advisor to manage its foundation’s portfolio after conducting a similar search in 2013.

10.06.22
Credit/Private Debt
Western State Trust Considering New Private Debt Investments

The state treasurer’s office will consider adding two private debt strategies to its trust portfolio after approving new targets to private credit last year.

10.06.22
MRI/Social Investments
Mountain State Foundation Adds Impact Investment Fund

The foundation invested in a fixed-income impact fund that will directly invest in housing in the state.

10.06.22
Consultant/OCIO/Discretionary
Western 529 Plan To Issue Investment Consultant, 529 Industry Consultant RFPs

The college savings plan will conduct searches for both investment consulting and 529 industry consulting services due to the April 2023 contract expirations of its incumbent providers.

10.06.22
People Moves
Mid-Atlantic University Searches For Investments Director

The university is searching for a director of investments to help replace its deputy cio, who left this summer to join another university as its investment head to help launch an in-house investment office.

10.06.22
Asset Study/Review
Midwest University Debates Changing Investment Mgmt. Role

The university will consider taking a more discretionary role in the management of its non-endowed portfolios.

10.06.22
People Moves
Midwest University Appoints New Trustees

The new trustees, which are responsible for general oversight and management of the institution, including protection and enhancement of assets, include two investment professionals.

09.29.22
People Moves
Midwest Higher Education Program CIO Departing

The cio is stepping down from the role to pursue another opportunity in the area.

09.29.22
Fixed-Income
California Nonprofit Hires Fixed-Income Managers Following RFQ

The nonprofit hired new and existing fixed-income managers to help manage four of its investment pools after issuing an RFQ last year due to the contract expirations of its incumbent providers.

09.29.22