Daily Feed

People Moves
West Coast Private Firm Adds Operating Partner

The woman- and- minority- owned firm added an operating partner as part of its approach to support profitable companies facing a transformational growth event.

06.22.23
People Moves
Mid-Atlantic Foundation Hires New CIO

The foundation recently hired its next cio to oversee its investment, cash management and debt management functions.

06.22.23
People Moves
Midwest Foundation Hires Sarah Lawrence College V.P. As CFO

The foundation has hired the former v.p. of finance and operations at Sarah Lawrence College to serve as its cfo and help oversee its finance and investments.

06.22.23
People Moves
Wealth Mgmt. & Investment Advisory Firm Names President

The firm recently filled the newly created role of president to oversee its strategy, offerings and firm-wide integration.

06.22.23
People Moves
NEPC Names New Public Funds Practice Head

New public funds practice head first joined the firm in 2016 and was named partner in 2020.

06.21.23
ESG
J.P. Morgan Launches Sustainable Investment Data Tool For Institutional Investors

The tool enables institutional investors to extract value from sustainable investment data supplied by providers through technology-enabled normalization, management, calculation and screening capabilities.

06.21.23
People Moves
Southern University Reelects Board Chair, Vice Chair

The university’s board of trustees recently reelected its board of trustees chair, a managing partner at a nearby private equity firm, and its vice chair, a managing director of a commercial real estate brokerage firm.

06.21.23
Fixed-Income
Western Fund Issues Short-Term FI RFP; Slates Core Bond Search

The fund is searching for firms to provide low duration/short-term fixed-income exposure for a $104 million allocation and is slated to conduct a search later this summer for a manager to handle a new approximately $200 million core bond portfolio.

06.21.23
People Moves
Southern System Eyes Director Of Investments

The system is searching for a director of investments to assist in the management and monitoring of its investment and banking activities.

06.21.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Advisor For Retirement Plans

The foundation has issued an RFP seeking a firm to provide investment, participant, provider/vendor and fiduciary status and compliance services for its retirement plans after conducting a search for an investment provider in the first quarter.

06.21.23