Daily Feed

Multi-Asset/Investment Advisor
Southern Trust Fund Seeks Investment Advisor

Selected firm will serve as a discretionary investment manager as well as help update the investment policy and monitor fund holdings.

07.07.22
Asset Study/Review
Great Plains Fund Approves A/A; Advances Oil & Gas Hedging Program Considerations

The fund approved a new strategic asset allocation to continue to move its assets toward an endowment style portfolio with private markets investment exposure.

07.07.22
People
Midwestern University Managing Director Retires

The university’s managing director for real assets retired on July 1 after more than 18 years at the institution.

07.07.22
People
New England College Hires Investment Officer

The college hired an investment officer from a nearby institution to help oversee and manage its endowment following a search from late 2021.

07.07.22
Asset Study/Review
Midwest Medical University Launches Asset Study

The university is reviewing the investment policy and asset allocations for its short- and long-term pools as well as its foundation alongside its general investment consultant.

07.07.22
People
Southern School Searching For CFO

The school is searching for a cfo as its finance head left to join a family office earlier this year.

07.07.22
Industry News
Financial Software Company Launches Investment Ops. Platform For Nonprofits

The company has created a new investment-related platform.

07.07.22
Industry News
Trust Company Opens New Office

The company opened a new office in a southern state to help serve the investment and planning needs of clients.

07.07.22
Mid-Cap
Firm Launches Mid-Cap Equity Fund

Fund will invest in a select portfolio of 20 to 40 primarily mid-cap companies.

07.07.22
People
Western Foundation Adds Board Members

Foundation’s board is led by an assistant v.p. of risk and analytics at CarMax and includes a v.p. of investments and private client advisor with J.P. Morgan.

07.07.22