Asset Study/Review
Western Plan Approves A/A For New Higher Education Trust Fund

The plan approved an asset allocation for a newly created Higher Education Trust Fund during a board meeting in the second quarter.

07.31.24
Private Equity
Western Foundation Commits To Minority Mgr.’s First-Time PE Fund

The foundation has committed to a private equity micro-buyout fund that recently held its first close.

07.31.24
People Moves
New England Hospital Searching For Analyst

The hospital is searching for an investment analyst to monitor existing portfolio investments and assist in new manager due diligence.

07.31.24
Multi-Asset/Investment Advisor
New England College Issues Investment Management RFP

The college is seeking a firm to help develop an asset allocation structure and research, select and monitor investment managers as well as gain access to capacity constrained managers and opportunities.

07.24.24
People Moves
Outsourced CIO Names CEO & President

The outsourced cio has promoted its president and chief client officer to the role of ceo, while its co-cio was named president.

07.24.24
People Moves
Northeast Foundation Searching For Analyst

The foundation is searching for an investment analyst to assist in the management of its portfolio.

07.24.24
Consultant/OCIO/Discretionary
Western Community Foundation Hires New Outsourced CIO

The foundation has hired a new discretionary advisor to oversee and manage its portfolio following an invitation-only search process with nearly 30 firms that yielded more than 20 proposals.

07.24.24
People Moves
Northeast Foundation Eyes Next Prez As CEO To Step Down By End of 2025

The foundation will conduct a search for its next president and ceo as its current head plans to step down from the role by the end of 2025 after more than a decade of service.

07.24.24
People Moves
Investment Firm Adds New Member To Currency Management Team

The firm has added a new member to its currency management trading team to help deliver customized currency solutions to institutional clients.

07.24.24
ESG
New England College Decides Against Divestment Proposal

The college’s board of trustees decided against a proposal to divest from companies that sell weapons or materiel to the Israel Defense Forces following months of educations and deliberation from an advisory committee.

07.24.24