Daily Feed

People Moves
Investment Manager Appoints Next President & CEO

The firm has promoted a portfolio manager to president and ceo as its chair and ceo is transitioning to executive chair.

04.11.24
Fixed-Income
Southern University Seeks Short-Term Fixed-Income Vehicle

The university is seeking an investment manager to handle a highly liquid, short-term investment vehicle comprised of fixed-income investments that are intended to link closely with its existing daily cash receipts and payments systems.

04.11.24
Consultant/OCIO/Discretionary
Global Wealth Manager Absorbing Outsourced CIO

The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.

04.11.24
People Moves
Southern Hospital Organization Seeks Investment Analyst

The healthcare organization is seeking an investment analyst to help in managing its endowment, monitoring existing investments and researching prospective investments.

04.11.24
Announcements
Northeast Investment Advisory Firm Opens New Office

The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.

04.11.24
People Moves
Western Foundation Seeks Investment Associate

The foundation is seeking an investment associate focused on public equity and fixed-income to assist in the development and implementation of portfolio strategies.

04.11.24
ESG
Church Pension Adds Sustainability-Focused Equity Strategy, PE & RE Commitments

The pension recently added a sustainability-focused public equity manager alongside private equity and real estate commitments.

04.11.24
Multi-Asset/Investment Advisor
Midwest College Reissues Investment RFP

A college based in a Midwestern state has reissued a RFP for banking and investment management services to include armored car deposit responsibilities.

04.11.24
People Moves
Northeast Foundation Seeks Investment Ops. Analyst

The foundation is searching for an investment operations analyst to support its investment team with day-to-day investment operations and reporting.

04.10.24
People Moves
Southern Endowment Search Firm To Help Identify Next CEO

The endowment has selected a nearby executive search firm to help conduct a search for a new president and ceo as its previous head resigned in February.

04.10.24