Daily Feed
Western Health System Seeks Investments Manager

A healthcare network across several Western states is searching for an investments manager to help oversee its multi-billion-dollar portfolio.

07.08.21
Fixed-Income
Midwest Foundation Rebalances Fixed-Income Portfolio

A foundation based in the Midwest rebalanced its fixed-income allocation in anticipation of volatility within the asset class at its board meeting last month, according to video.

07.08.21
Searches And Hires
Western 529 Reissues Program Manager RFP

A 529 plan based in the West has reissued its RFP seeking a program manager as its board elected to reject all proposals received in its previous search as they did not meet the searches requirements.

07.08.21
Industry News
Mid-Atlantic University Searching For Associate Director

A university in the Mid-Atlantic region is seeking an associate director to help manage overall portfolio allocation and risk, with particular responsibility around manager allocations across asset classes.

07.08.21
ESG
Jensen Promotes ESG Head

Jensen Investment Management has promoted a portfolio manager to head of its ESG initiatives, the firm announced.

07.08.21
MRI/Social Investments
Midwest Foundation Anticipates More PRI Investments Following Loan

A foundation based in the Midwest expects to make additional program-related investments later this year after approving a loan for a pharmaceutical and health services startup at its May board of directors meeting.

07.08.21
Daily Feed
New England Institution Names Next CFO

A higher education institution in New England has named its next executive v.p. and cfo from an institute in the Midwest.

07.08.21
Consultant/OCIO/Discretionary
Outsourced CIO To Join The Colony Group

An outsourced cio has been acquired by Focus Financial Partners and will become part of Focus partner firm The Colony Group, according to an announcement.

07.01.21
People Moves
Western Fdn. Moves To Sole CIO Model Following Departure Of Co-CIO

A Western foundation has moved to a cio model as its co-cio left last month to pursue other career opportunities.

07.01.21
Consultant/OCIO/Discretionary
Southern City Seeks Endowment Fund Consultant

A city in the South has issued an RFP seeking an investment consultant for its endowment fund, which is expected to grow to more than $200 million later this year.

07.01.21