Consultant/OCIO/Discretionary
New England College Seeks OCIO For New Endowment

A college based in New England has issued an RFP seeking an outsourced cio for a newly established $20 million endowment.

12.16.21
People Moves
Southern Management Company Promotes Deputy CIO To CIO

A management company in the South has promoted its deputy cio to cio with its ceo and cio transitioning to the role of president and ceo.

12.09.21
Consultant/OCIO/Discretionary
Boston Nonprofit To Review Proposals In Investment Advisor Search
The Rose F. Kennedy Greenway Conservancy will review proposals in its search for a firm to manage
12.09.21
Industry News
Northeast Foundation Sr. Portfolio Manager Leaves For CEO & CIO Role At Nearby Endowment

A senior portfolio manager at a Northeastern foundation left in the third quarter to join a nearby endowment as its next ceo and cio.

12.09.21
Administrator - Bundled
Southern University DC Program Consolidates To Two Vendors

A Southern university consolidated vendors in its non-ERISA 403(b) retirement program in the second quarter.

12.09.21
Industry News
Investment Advisor Seeks CIO For Nonprofit OCIO Business

An investment advisor’s global wealth business is searching for a cio to head its nonprofit outsourced cio business.

12.09.21
Industry News
Midwest University Foundation Names Internal Staffer As Next CFO

The director of development at a Midwestern university foundation was named cfo earlier this year following a search for the position from late 2020.

12.09.21
Alternatives
Great Lakes University Slates VC, HF Investments

A university in the Great Lakes region will consider making a venture capital commitment and hedge fund investment within its long-term portfolio at its board of regents meeting today.

12.09.21
Asset Study/Review
Southern Fund Approves New A/A For Liquid Account

A fund in the South approved a new strategic asset allocation for its liquid account following a recommendation from its general investment consultant last month that essentially creates a 60% equity 40% fixed-income portfolio.

12.09.21
Non-U.S. & Global Equity
Southern University To Consider Global Equity Recommendations Next Year

A university in the South will consider recommendations to add new global equity managers to its endowment next year.

12.09.21