Consultant/OCIO/Discretionary
Southern College And Foundation Drafting Investment Consultant RFP

The institution currently drafting an RFP for investment consulting services after retaining its incumbent investment consultant in 2020 following a similar search process.

01.24.24
Multi-Asset/Investment Advisor
Southern University System Eyes Retirement Plan Investment Products

The system has issued an RFP seeking a minimum of four firms to provide investment products and services for its retirement plans.

01.24.24
People Moves
Investment Consultant Promotes Two Staff Members

The firm promoted two staff members to managing partners as a result of one individual’s help in growing the firm’s St. Louis office and the other individual’s transformation of the firm’s outreach and marketing efforts.

01.24.24
Large-Cap
Mid-Atlantic Foundation Adds Equity, Infrastructure Managers

The foundation added two domestic large-cap equity firms and a global listed infrastructure manager to its portfolio last year.

01.18.24
People Moves
Northeastern Foundation MD Departs For Research Head Role

The managing director of investments left the foundation to join an investment manager as managing director and head of investment research this month.

01.18.24
People Moves
New England University Adds To Investment Team

The university added a director of investments and investment analyst to its investment team last year.

01.18.24
International / Global / Emerging Markets
Western University Places Equity Mgr. On Watch, Makes Infrastructure Commitment

The institution added a global equity manager to its watchlist due to organizational changes and made an infrastructure commitment as part of its pacing plan last year.

01.18.24
People Moves
Bank Of America Adds Managing Director Focused On E&Fs

The managing director, who joined from an investment advisory firm, is tasked with leading the firm’s institutional outsourced cio sales and helping deliver comprehensive investment strategies.

01.18.24
People Moves
Southern Institution Adds Family Office CIO To Board

The institution added two members to its board of trustees, including the co-cio of a prominent family office, to serve four-year terms.

01.18.24
People Moves
Alternatives Manager Hires Head Of Investor Relations

The firm has hired a head of investor relations to lead all aspects of its business development and investor relations strategy for its new, existing and prospective limited partners.

01.18.24