Searches And Hires
Southern Fund Adds Firms As Part Of Buildout To New A/A

The fund has added fixed-income, bank loan, international equity and private equity investments to its endowment in recent months as it builds toward a new strategic asset allocation adopted in the first quarter.

05.09.24
High-Yield
Investment Manager Launches High Yield ETF

The new actively managed high yield bond exchange-traded fund aims to maximize current income with a secondary goal of capital appreciation and the strategy will invest at least 80% of its net assets in U.S.-dollar-denominated high-yield corporate bonds.

05.09.24
People Moves
Canadian Foundation Eyes Investment Staffers As Part Of Team Buildout

The foundation is searching for eight investment-related positions, including managing directors of investments, directors of investments and senior portfolio managers, as part of the build out of its investment team.

05.09.24
International / Global / Emerging Markets
Southern Fund Seeking Int’l Small-Cap Mgr. Following Adoption Of New Int’l Equity Structure

The fund is seeking a new international small-cap equity manager after approving a new international equity structure at its board meeting in the first quarter.

05.08.24
Multi-Asset/Investment Advisor
Global Alternatives Manager Co-Founder Donates $100 Million To College Preparatory School

The co-founder and co-executive chair of a leading global alternative manager is donating a substantial gift to a college preparatory boarding and day school – the largest single gift ever made to the institution.

05.08.24
People Moves
Southern Endowment Launches Search For Next President & CEO

The endowment has launched its search for its next president and ceo after its previous head left the institution following nearly two years of service.

05.08.24
People Moves
Investment Consultant, OCIO Adds RIA Distribution Head

The firm has hired a head of registered investment advisor distribution to lead business strategy, distribution and product development efforts within its RIA channel.

05.08.24
Multi-Asset/Investment Advisor
Mid-Atlantic College Issues Investment Advisory RFP

The institution has issued an RFP seeking a firm to provide investment advisory services for its endowment, including providing strategic advice on asset allocation and conducting manager searches and selections.

05.08.24
People Moves
Northeast Health System Adds Three Investment Team Members From Nearby University

The health system recently hired a new cio and added three new members to its investment team in March and April, all of which previously worked alongside the investment head at a university endowment.

05.02.24
ESG
Private Markets Manager Launches PE Decarbonization Program

The firm has launched its flagship private equity decarbonization program for investors that aspire to reduce the carbon footprint of their portfolio and contribute toward achieving net-zero targets.

05.02.24