Consultant/OCIO/Discretionary
Mid-Atlantic Community Foundation Retains Discretionary Advisor Following Search

A community foundation in the Mid-Atlantic region retained its discretionary investment advisor earlier this year following a search from 2020 to evaluate the marketplace.

08.12.21
People Moves
Outsourced CIO Adds Investment Ops Director From Northeast Foundation

An outsourced cio has hired a director of investment operations to oversee all investment administration related functions, including performance reporting, operational due diligence and client onboarding.

08.12.21
Asset Study/Review
Western University Revises IPS, Permits Direct Real Estate Investments

A university in the West revised the investment policy for its endowment in the first quarter, eliminating its alternative investment allocation range and authorizing direct investment in real estate.

08.12.21
People Moves
New York Nonprofit Adds Investment Staffers As Part Of Team Buildout

A foundation in New York has hired new investment staffers as part of a buildout of its investment team following significant departures last year.

08.12.21
Industry News
New England University Seeks Investment Staffers

A university in New England is searching for two investment staff members to help in the management of its endowment.

08.12.21
Alternatives
Southwest Community Foundation Approves Private Market Commitments

A community foundation in the Southwest approved private market commitments within its general portfolio and impact investment portfolio last year.

08.12.21
People Moves
Southern University Seeks Investment Head Following Retirement Of First CIO

A university in the South is conducting a national search for a cio as its first investment head retired this month after 15 years in the role.

08.09.21
Multi-Asset/Investment Advisor
Southwest University Hires Fixed-Income Portfolio Advisor

A university in the Southwest hired a global advisor for its operating fixed-income portfolio at the beginning of the year.

08.05.21
Industry News
New York School Hires New CFO

A school in New York hired a new cfo to oversee its financial operations in June.

08.05.21
Industry News
Western Fund Adds Managing Director From Nearby Foundation

A fund based in the West added a managing director to help oversee and manage its investment portfolio from a nearby private foundation earlier this year.

08.05.21