Multi-Asset/Investment Advisor
Southern College Issues Investment Advisory RFP

The college is searching for financial advisors, fund managers and brokerage providers to provide investment advisory and investment management services.

06.18.26
Surveys/Studies
Alts Central To E&F Strategy As Liquidity Management Grows In Importance: Survey

Endowments and foundations’ allocations to alternatives have surpassed domestic equity as the largest institutional allocation, while liquidity management and portfolio resilience have become important portfolio themes, according to a recent study.

06.18.26
People Moves
Investment Consultant Bolsters Staff From Southern Hospital

The investment consulting firm added a manager research consultant in February from a Southern hospital.

06.17.26
People Moves
Southern Hospital Eyes Senior Investment Analyst

The hospital is searching for a senior investment analyst to assist in the oversight and management of its portfolio after a senior analyst left in the first quarter to join an investment consulting firm.

06.17.26
People Moves
Global Manager Names New CFO

The global manager appointed a new executive v.p. and cfo to lead its financial operations, financial strategy and investor relations after its previous finance head left last year for another opportunity.

06.17.26
People Moves
Financial Services Firm Names CIO For Wealth, Asset Mgmt. Group

The firm has hired a new cio to lead its wealth management asset management group.

06.17.26
Administrator - Bundled
Midwest Nonprofit Searching For Retirement Plan Services

The organization is seeking retirement plan service providers to handle record keeping, investment management, participant and administrative services to reduce the burden on internal staff.

06.17.26
People Moves
Investment Advisor Hires Senior Investment Consultant

The firm recently hired a senior investment consultant to work with its growing institutional clients, including foundations, endowments, healthcare plans and retirement plans.

06.17.26
Alternatives
Southern University Adds Private Equity, Real Asset Commitments

The university approved four private equity commitments, including one with a new manager, as well as a private real assets commitment at its June investment committee meeting.

06.17.26
People Moves
Western Institution Names University CIO As Next Prez & Investment Head

The institution has hired the cio of a New England-based university to serve as its president and cio, overseeing its multi-billion in endowed assets.

06.15.26