Multi-Asset/Investment Advisor
President Trump Signs Order To Create Sovereign Wealth Fund

President Donald Trump signed an executive order to establish a sovereign wealth fund on Feb. 3 to promote fiscal sustainability, lessen the burden of taxes on American families and small businesses and establish economic security for future generations.

02.06.25
People Moves
Wealth Management Subsidiary Adds Two To Support Private Market Solutions

The firm has hired two leadership positions to help develop private markets investment solutions for the wealth management marketplace while educating financial intermediaries and their clients.

02.06.25
People Moves
Canadian Foundation Seeks Investment Staffers

The foundation is searching for a director of operational due diligence, associate for private markets and portfolio manager for total portfolio management, among other positions, as it looks to build out its investment team following the appointment of a cio last year.

02.06.25
Multi-Asset/Investment Advisor
New England University Issues Investment Management RFP

The university has issued an RFP seeking an investment manager to handle its financial assets as well as the assets of its foundation.

02.06.25
ESG
Northeast University Forms Advisory Committee To Consider Ethical Issues, Values Surrounding Investments

The university created the advisory committee to consider ethical issues and Catholic values surrounding investments within its endowment.

02.06.25
People Moves
Global Manager Names Senior Advisor For Real Estate

The senior advisor will leverage their real estate and capital markets expertise and relationship network to support the firm’s investment activity and platform growth.

02.06.25
People Moves
Outsourced CIO Names Investment Head

The discretionary advisor has named the deputy cio of a Southern university as its cio to oversee the development and management of its global investment program.

02.06.25
People Moves
New England College Eyes CFO

The cfo will lead all near- and long-term financial decisions as well as oversee all financial aspects of the institution, including accounting and finance, investments, budgeting and forecasting, facilities and real estate risk management and business services.

02.06.25
Real Assets
Southern Manager Closes Oversubscribed Fourth Fund At Hard Cap, Adds Partners

The firm recently closed its oversubscribed fourth fund with $999.9 million in total commitments, reaching its hard cap within four months of launch.

02.05.25
Multi-Asset/Investment Advisor
Southern Organization Seeking Investment Management Services

The organization is seeking a firm to handle its portfolio alongside its foundation’s portfolio, including asset allocation advice, investment management, consulting and custody services.

02.05.25