Daily Feed

People Moves
International Asset Manager Names Global Thematic Investing Head

The firm has hired a global head of thematic investing to lead and develop its active thematic investing offering, which focuses on companies that benefit from long-term secular trends.

04.06.23
People Moves
Mid-Atlantic Organization Closing In On Next CFO/Treasurer, Seeking Investment Mgr.

The organization is closing in on hiring its next cfo and treasurer as it searches for an investment manager to help oversee its more than $2 billion in investments.

04.06.23
Industry News
Wealth & Asset Manager Acquires Minority Stake In Financial Advisory Firm

The wealth and asset management company acquired an approximately 20.5% stake in the financial advisory firm in exchange for a $622 million investment.

04.06.23
People Moves
Mid-Atlantic Foundation Searching For Director Of Investments, Names First CFO

The foundation is searching for a director of investments to assist in the oversight and management of its portfolio after hiring its first full time cfo to begin later this month.

04.06.23
Emerging/Diverse Managers
Mid-Atlantic Pension Explores Emerging Manager Program

The plan is teaming up with a consultant to explore the creation of an emerging manager program.

04.06.23
Consultant/OCIO/Discretionary
Western System Extends Outsourced CIO Contract

The system approved extending its contract with its outsourced cio provider for one year through Dec. 31, 2024 after consolidating to one discretionary provider at the beginning of 2022.

04.06.23
Consultant/OCIO/Discretionary
Southern University Wraps Up Retirement Consultant Search

The university selected a firm to serve as retirement consultant for its optional retirement plans and provide fiduciary governance in the fourth quarter following the issuance of an RFP in July.

04.06.23
People Moves
Southern Foundation President Retiring, Search For Successor Ensues

The foundation has begun a national search for its next president and the current head’s resignation will be effective upon the appointment of a successor.

04.06.23
Emerging/Diverse Managers
Plan To Disclose Investment Mgr. Diversity

The nonprofit has been gathering diversity statistics on its managers for years but has not publicly disclosed the figures yet.

04.05.23
MRI/Social Investments
West Coast Plan Begins Socially Responsible Investment Search

The search is part of a periodic review of managers.

04.05.23