Daily Feed

People Moves
State Treasurer’s Office Senior Investment Officer Leaving For Family Office

The senior investment officer has left after six years to join a West Coast-based family office as director of private investments effective Sept. 1.

08.24.22
People Moves
Southwest University Organization Eyes Director Of Investments

The university’s parent organization is searching for a director of investments to help manage and oversee its investments after its director of investment strategy and portfolio management left earlier this year.

08.24.22
Asset Study/Review
West Coast Religious Order Alters A/A; Adds RE Manager

The religious institution adjusted the targets for its investment fund and socially responsible investment fund.

08.24.22
Consultant/OCIO/Discretionary
Southwest Plan Hires New Credit Consultant

The new consultant will provide private credit and credit consulting services.

08.23.22
Multi-Asset/Investment Advisor
Texas City Hires Investment Advisor

Firm will provide non-discretionary management for the city’s $700 million portfolio.

08.23.22
Administrator - Bundled
Mid-Atlantic County Hires Bundled Provider

Firm will provide marketing and enrollment services, administrative services and recordkeeping services.

08.23.22
International / Global / Emerging Markets
Midwest Plan Fires International Equity Mgr.

The plan terminated an international equity manager last month due to underperformance and organizational concerns.

08.23.22
Multi-Asset/Investment Advisor
Canadian College Searching For Investment Managers

The college is seeking investment managers for its institutional pooled funds in order to conduct a review of investment mandates, fees and services.

08.23.22
People Moves
New England College Adds Investment Director

The college hired an investment director in the first quarter following a search from last year as it sought to build out its investment team.

08.23.22
People Moves
Credit Suisse Names Interim Asset Mgmt. CEO

The previous asset management ceo assumed the role of group ceo earlier this month.

08.23.22