News

Extensive and timely coverage of the institutional industry.

People Moves
Midwest Health System Adds Private Markets Investment Analyst

The healthcare system hired a new investment analyst in the second quarter to help oversee its private markets investments following the departure of a senior investment analyst.

12.22.25
People Moves
New York Foundation Names New CIO

The foundation hired its new cio from a Midwestern foundation, where they served as managing director for the last four years.

12.22.25
People Moves
Western Institute Promotes Senior V.P. As New Chief Financial & Operations Officer

The institute has promoted its senior v.p. of finance and operations to senior v.p. and chief financial and operations as its previous finance head retired from the role.

12.22.25
Alternatives
Great Plains Fund Expects Private Markets, Real Estate Recommendations Next Year

The fund expects to hear recommendations to add private markets and real estate commitments next year.

12.22.25
Asset Study/Review
Midwest University Approves New A/A Prohibiting Corporate Bonds, Mutual Funds

The institution approved a new investment policy statement that bars corporate bonds, mutual funds and other types of fixed-income investments from the portfolio in December.

12.22.25
People Moves
Firm Announces CEO Succession Plan

A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.

12.22.25
Multi-Asset/Investment Advisor
Western Health System Seek Retirement Plan Investment Advisor

The system has issued an RFQ for firms to provide investment advisory services for its 401(a) and 457(b) retirement and deferred compensation plans.

12.22.25
Industry News
Western Investment Firm Acquiring Southern Manager

The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.

12.22.25
People Moves
Prudential Financial Appoints U.S. Businesses Head

The appointment is part of a realignment of Prudential Financial’s senior business leadership structure.

12.19.25
Consultant/OCIO/Discretionary
Pacific Northwest 457 Plan Concludes Investment Advisor Search

The deferred compensation plan appears to have rehired its incumbent in a search that began in October.

12.19.25