Daily Feed

Consultant/OCIO/Discretionary
New England Treasurer Seeking Consulting Services For 529 Plan

The treasurer’s office is searching for an investment consultant to oversee its 529 program, analyze performance of its direct- and advisor-sold plans and provide an assessment of the risk/reward tradeoff of each investment option from an asset allocation, investment structure and fee perspective.

09.08.22
People Moves
Western Healthcare Org Hires First CIO

The organization hired its inaugural v.p. and cio late last month from a nearby higher education institution.

09.08.22
Multi-Asset/Investment Advisor
Pacific Island Institution Searching For Investment Manager

The university is searching for a firm to actively manage its reserve portfolio.

09.08.22
Private Equity
Private Equity Firm Closes Fifth Flagship Fund

The fund will invest in a mix of lower middle market buyout funds and co-investments.

09.08.22
People Moves
Dutch Firm Hires Fundamental Equity Head

Head will oversee the firm’s global equity, emerging markets, Chinese equity and Asia-Pacific equity teams.

09.08.22
People Moves
Western Pension Plan Appoints First CIO

The plan hired its first investment head to oversee its more than $4 billion in assets from a nearby university.

09.08.22
MRI/Social Investments
Northeast Religious Association Hires Firm To Help Implement Racial Justice Investing Plan

The association hired a firm to assist in implementing its racial justice investing plan following a search with its investment committee dividing the process into two phases with the first focused on training and evaluation and the second focused on investment consulting, which will require a future search.

09.08.22
Consultant/OCIO/Discretionary
Midwest Tribe Searching For Investment Consultant

The tribe is searching for an investment consultant to review the construction, fee structure and investment policy for its investment portfolio, while also evaluating the responsibilities of its fund managers.

09.08.22
Industry News
Investment Advisor Acquires Private Wealth Manager

The acquisition of the manager, which has $600 million in assets under management, closed on June 30.

09.08.22
People Moves
Private Equity Firm Appoints Biz. Development MD

The new managing director will lead business development for the firm’s strategic growth fund.

09.08.22