Daily Feed

Multi-Asset/Investment Advisor
Southern Authority Seeks Financial Advisor

The agency has issued an RFP seeking a financial advisor to help facilitate the issuance of bonds and other obligations and advise on their investment.

08.10.23
Administrator/Record Keeper
Regulatory Agency Fines 11 Firms For Record Keeping Failures

A federal securities regulator has fined 11 firms with failing to preserve electronic communications.

08.10.23
People Moves
Midwest Health Insurer Snags Former 529 Plan CIO

The health insurance federation has hired the former cio of a college savings plan as executive director of investments to see its investment programs.

08.10.23
People Moves
Growth Equity Mgr. Expands Distribution Presence

The firm has hired two senior professionals to expand its distribution presence in Europe and Asia.

08.10.23
People Moves
Northeast University Elects Two To Board Of Trustees

The institution elected two new board of trustee members and recognized three members becoming life trustees at a May meeting.

08.10.23
People Moves
Mid-Atlantic College Adds Two Board Members

The college named two senior professionals at investment advisory firms to its board of trustees at the end of July.

08.10.23
Asset Study/Review
Western Fund Revises Investment Policy Statement

The fund revised the investment policy statement and asset allocation for its portfolio in the second quarter, consolidating its private real estate and private real assets allocations.

08.09.23
People Moves
New England University Adds Investment Associate

The university hired an investment associate in the second quarter to assist in due diligence of prospective fund investments and monitor existing investments.

08.09.23
People Moves
Western Fund Searching For Senior Analyst

The fund is seeking a senior investment analyst to perform investment and operational due diligence on prospective and existing equity-oriented investments.

08.09.23
Surveys/Studies
Community Foundations Can Address Liquidity Needs With Key Portfolio Strategies: Report

Community foundations dealing with rising interest rates and an economy that has “wobbled” over the last 18 months should revisit the role of alternatives, reconsider fixed-income and focus on costs to add stability and durability to their missions and address liquidity needs, according to a recent paper.

08.09.23