People Moves
Mid-Atlantic University CFO Dies, Search To Ensue

The senior v.p., cfo and treasurer of a Mid-Atlantic-based university died earlier this month and the institution has named an interim cfo and interim treasurer.

02.17.21
Multi-Asset/Investment Advisor
Southern Foundation Slates Q1 Investment Mgr. Search Conclusion

A foundation in the South expects to select a firm next month after receiving finalist presentations in its investment manager search last week.

02.17.21
People Moves
Midwest Foundation Hires Investment Director

A foundation based in the Midwest has hired a director of investments to help manage its investment portfolio.

02.17.21
Consultant/OCIO/Discretionary
Western College Moves To Outsourced CIO Model

A college in the West transitioned to an outsourced cio model from its traditional investment consulting model for its endowment last year.

02.17.21
Announcements
U.S. Bank Appoints Fixed-Income ESG Head

U.S. Bank has appointed a managing director and head of ESG for its fixed-income and capital markets business.

02.17.21
People Moves
Midwest University Searching For V.P. For Finance

A university in the Midwest is searching for a v.p. for finance and business operations to handle all financial and business affairs.

02.17.21
Alternatives
New England University Makes PE Commitment

A university in New England approved a new private equity commitment for its endowment last month.

02.17.21
Announcements
New England University Prohibits Direct Coal, Tar Sands Company Investments

A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.

02.17.21
Fixed-Income
Southern Fund To Allow Below Investment Grade Fixed-Income Investments

A fund in the South revised its investment policy statement to allow staff to internally invest a portion of its fixed-income allocation in BB-rated securities at a meeting last month.

02.11.21
Searches And Hires
Southern Plan Seeks Int’l Equity Mgrs.

A plan based in the South is searching for firms to manage an international equity portfolio.

02.11.21