Fixed-Income
Southern Foundation Adds Fixed-Income Managers

The foundation added two fixed-income managers to its more than $1 billion portfolio in the last year as it ceased working with a hedge fund manager focused on global macro and fixed-income relative value strategies.

09.16.26
Consultant/OCIO/Discretionary
Wealth Mgr. & Investment Advisor Acquiring Investment Consultant

The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.

09.16.26
Multi-Asset/Investment Advisor
Western Health Authority Seeks Investment Mgmt., Advisory Services

The authority is seeking one firm to provide portfolio management, asset allocation, risk management and proactive advice for its three portfolios.

09.16.26
People Moves
Multi-Strategy Mgr. Hires Managing Director For Biz Development

The managing director of business development will lead the firm’s capital formation and overall business development efforts.

09.16.26
People Moves
Global Manager Promotes North America Regional Director To Global Head of Investments

The firm promoted its North American regional director of investments to global head of investments to lead its regional investment teams.

09.16.26
People Moves
Southern Institution Searching For Three Investment Staffers

The institution is searching for one director/associate director-level role as well as two analyst/associate-level roles focused on private markets.

09.16.26
Private Equity
Southern University Makes PE Commitments W/ Existing Managers

The university approved re-up commitments with existing private equity firms within its endowment as recommended by its general investment consultant at its September investment committee meeting.

09.16.26
Passive Equity
Western University Backs Largest U.S.-Listed ETF Launch

The university invested over $2 billion to back the launch of an index ETF that allocates 90% to the Standard & Poor’s 500 Index and 10% to the S&P U.S. Investment Grade Corporate Bond 1-3 Year Index.

09.16.26
People Moves
Middle Market PE Firm Adds Investor Relations Head

The firm hired a head of investor relations to handle capital formation, investor communications and relationship management with current and prospective limited partners.

09.16.26
People Moves
Northeast Retirement Fund Seeks Investment Associate

The fund is seeking an associate or senior associate to focus on public markets and support its deputy cio in all of their responsibilities across Investments, board/investment committee relations and other leadership initiatives.

09.16.26