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.
The President will assume the CEO’s former responsibilities.
The new hire will raise institutional capital for the firm’s residential investment programs.
A foundation based in the West has hired a new discretionary advisor to handle its investments.
A college in Canada has issued an RFP seeking a firm to help manage its endowment.
A foundation in a Midwestern state has hired a new investment consultant following an invitation-only RFP process earlier this year.
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.
A state treasurer office in the Midwest has hired an investment advisor for a new investment account.
A university in the Midwest is seeking a search consultant to manage an RFP for an outsourced cio for its foundation.
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.