Industry News
Theological School Consortium Names New CFO

A theological school consortium hired a new cfo to help manage its assets and investments in the fourth quarter as its prior cfo retired after more than a decade in the role.

12.16.21
Asset Study/Review
Southeast University Revises Endowment Pool A/A

University increased its public equity and private investment target allocations at the expense of fixed-income and hedge funds.

12.16.21
Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21
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