People Moves
New England University Seeks Investment Analysts

The university is seeking an investment analyst to help in the screening, selection and monitoring of investment managers.

01.28.26
People Moves
Southern Institution Eyes Analyst For Private Investments

The investment analyst will help manage the institution’s allocations and assist with sourcing, underwriting and monitoring investments as part of the private investments team.

01.28.26
Industry News
Iowa Proposes Endowment Tax For In-State Educational Institutions

The bill aims to impose a 15% endowment tax annually based on an institution’s endowment value in excess of at least $250 million.

01.28.26
Real Estate
Great Plains Fund To Receive RE Recommendation

The fund will consider approving a recommendation from its investment consultant to allow an existing investment manager discretion to toggle between two different classes of stock.

01.28.26
People Moves
Southern Health System Promotes Executive V.P. To CFO

The health system’s next cfo will begin in the role next month.

01.28.26
Multi-Asset/Investment Advisor
Northeast Trust Rehires Investment Advisor

The trust rehired its investment advisor at a board meeting this month after issuing an RFP in the third quarter due to the firm’s impending contract expiration.

01.28.26
MRI/Social Investments
Mid-Atlantic Treasury Selects Social Impact Fund Manager

The treasury has selected a fund manager to oversee the day-to-day operations and manage its social impact investment fund after issuing an RFP in the second quarter of 2024.

01.28.26
Consultant/OCIO/Discretionary
Southern Health Foundation Seeks Investment Consultant

The foundation has issued an RFP seeking an investment firm to advise on its long-term assets as part of a periodic review of its services and competitive options.

01.28.26
Consultant/OCIO/Discretionary
Midwest Institution Seeks Investment Consultant

The institution is searching for investment consulting services for its five accounts totaling approximately $250 million in investments as well as its foundation’s portfolio.

01.28.26
People Moves
Investment Advisor Adds Principals, PMs

The investment advisor hired principals and portfolio managers to deliver comprehensive investment counsel for foundations, endowments, individuals and families.

01.22.26