Daily Feed

Asset Study/Review
Southern University Adjusts A/A

A university based in a Southern state has adjusted its asset allocation to enhance its expected return while maintaining diversification.

01.06.22
Industry News
Wealth Manager Adds To New York Team

Hires will focus on foundations, endowments and other clients.

01.06.22
Industry News
Midwest Foundation Private Markets CIO Joins PE Firm

The private markets cio at a Midwest foundation left at the end of the year to join a regional private equity firm.

01.06.22
Industry News
Hartford Foundation To Rely On Advisors, Investment Committee Following CIO Search

A foundation in New England decided not to fill its cio position and instead rely on its investment committee and current investment advisors to oversee its endowment following a search from late 2020.

01.06.22
Consultant/OCIO/Discretionary
Southwest University Foundation Selects New Consultant

A university foundation in the Southwest selected a new investment consultant to oversee its endowment late in the fourth quarter based on its recommendation to increase exposure to alternative investments, to which the firm has “better access.”

01.06.22
Consultant/OCIO/Discretionary
Northeast Museum Retains Consultant Following Search

A museum in the Northeast retained the incumbent investment advisor for its endowment because of the firm’s experience, services offered and fee structure following a search from last year.

01.05.22
Industry News
Southern College Seeks CFO

A college based in a Southern state is searching for a cfo to oversee and direct its business and financial operations.

01.05.22
Industry News
Midwest University Seeks Finance Head

A university based in the Midwest is looking to hire a new v.p. for finance and administration to oversee its fiscal, business and administrative operations as well as its endowment.

01.05.22
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor

A university in the South has issued an RFP seeking an investment advisor for a new investment program.

01.05.22
People Moves
Colorado F&P Selects New Executive Director

The plan promoted from within after initiating a search due to the retirement of Dan Slack at the end of 2021.

01.05.22