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Consultant/OCIO/Discretionary
Western Trust Fund Launches Consultant Search
The general investment consultant’s oversight responsibilities will include annual evaluations of investment policies and risk levels and quarterly reviews of investment performance and asset allocation mix.
10.17.24
MidOcean Hires Capital Formation Head
Jon Fox joins the firm as its new global head of capital formation.
10.17.24
Robert Harrell Incorporated Hires Senior Consultant
The Texas-based consulting firm has added an industry veteran to its consultant ranks.
10.17.24
Calif. Pension Adds Private Markets Commitments
The plan also placed its core fixed-income manager on watch in recent months.
10.17.24
Mid-Atlantic Supplemental Plans Seeking TPA
The current provider will see its contract expire next year.
10.17.24
FIN Searches combines our in-depth coverage with a directory component.
FINsearches is the most powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits and consultants.
Western Water District Taps Investment Advisor
The district previously invested its funds with the state treasurer’s investment fund and local banks.
10.17.24
New England Trust Appoints New OCIO
The plan issued an RFP in December after its previous outsourced cio was acquired.
10.17.24
In The News
Q&A with WashU’s Chief Investment Officer Scott Wilson
Wilson, who oversees the St. Louis-based university’s approximatley $2.5 billion endowment, speaks about managing the portfolio in today’s market.
Abrdn to launch AI tool with Edinburgh University
Abrdn, the UK-listed fund management group, is working with the University of Edinburgh to develop a generative AI tool with a “statistical brain” to work alongside its investment research team.
Weapons, Fossil Fuels, Illegal Settlements: Inside UMass’ Investment Portfolio
As UMass backs out of a commitment to consider divestment, an investigation reveals its endowment has millions indirectly invested in defense contractors and other entities targeted by student activists.
The Man Behind the Curtain
Andrew Golden steps down from Princo after building a $34.1 billion endowment. How should that money be invested and spent going forward?
