Daily Feed

People Moves
West Coast University Senior MD Leaves For Wealth Mgmt. Firm

A senior managing director at a university on the West Coast is leaving the institution to join a wealth management firm as its next cio in November.

10.29.20
People Moves
Vida Capital CEO To Retire

The President will assume the CEO’s former responsibilities.

10.29.20
People Moves
Resmark Names Capital Markets V.P.

The new hire will raise institutional capital for the firm’s residential investment programs.

10.29.20
Consultant/OCIO/Discretionary
Western Foundation Switches Discretionary Providers

A foundation based in the West has hired a new discretionary advisor to handle its investments.

10.29.20
Consultant/OCIO/Discretionary
Canadian College Seeks Investment Manager

A college in Canada has issued an RFP seeking a firm to help manage its endowment.

10.29.20
Consultant/OCIO/Discretionary
Midwest Foundation Hires New Consultant

A foundation in a Midwestern state has hired a new investment consultant following an invitation-only RFP process earlier this year.

10.29.20
Asset Study/Review
Southern State Plan Moves Portfolio Away From RE, EME

A Southern state plan is reducing its exposures to real estate and emerging markets equity to reduce volatility, while increasing the exposures to developed international and U.S. equity to add capital stability.

10.29.20
Multi-Asset/Investment Advisor
Midwest State Hires Advisor For New Investment Account

A state treasurer office in the Midwest has hired an investment advisor for a new investment account.

10.29.20
Searches And Hires
Midwestern University Seeking Search Consultant For Outsourced CIO RFP

A university in the Midwest is seeking a search consultant to manage an RFP for an outsourced cio for its foundation.

10.29.20
Fixed-Income
Midwest Trust Fund Eyes New FI Mandates Following Allocation Shakeup

A trust fund in the Midwest will look to remove fixed-income strategies at its board meeting today as it looks to add new fixed-income mandates.

10.29.20