News

Extensive and timely coverage of the institutional industry.

People Moves
Consultant Promotes U.S. Investments & Retirement Head

The appointment comes as the previous head was recently named as the firm’s global defined benefit and defined contribution leader.

10.13.22
People Moves
West Coast Foundation Seeks Investment Officer

The foundation is conducting the search as its current investment officer is set to leave in spring 2023 to support other groups in the philanthropic space.

10.13.22
Asset Study/Review
Southern University Weighs Increase To Global Equity, PE Targets

The university is considering a proposal to increase its asset allocation targets to global equity and private equity.

10.13.22
People Moves
Midwest University Seeks Investment Analyst

The university is searching for an investment analyst as a senior investment analyst left last month to join an insurance and financial services company.

10.13.22
Multi-Asset/Investment Advisor
West Coast Cemetery Hires New Investment Advisor Following Search

The cemetery district hired a new investment advisor to handle its portfolio, which includes funds, following a search from last year.

10.13.22
People Moves
Western University Hires New CFO; CIO Departs

The university hired an individual from an East Coast university to fill its newly created cfo position, while its cio left after almost a decade in the role.

10.13.22
People Moves
Global Asset Manager Taps Thematic Equities CIO

The new cio began earlier this month and is based in Switzerland.

10.13.22
Fixed-Income
Western University Searching For Fixed-Income Mgr.

The university is seeking a manager for its fixed-income long-term portfolio and short-term cash reserves.

10.13.22
People Moves
New England University Launches Search For Next CIO

The university has launched its search for its next cio after its investment head left at the beginning of the year to join an investment and wealth management firm’s outsourced cio business.

10.13.22
Consultant/OCIO/Discretionary
Southern Trust Company Issues Consultant RFP

The trust company has issued an RFP seeking investment consultants for its 11 endowment funds due to the contract expiration of its incumbent provider, which is allowed to rebid.

10.13.22