ESG
Midwest University Commits To Carbon Trading Fund

The university added a commitment to a carbon trading impact fund within its endowment in the fourth quarter.

01.16.25
Consultant/OCIO/Discretionary
Southern Endowment Launches Investment Consultant Search

The investment consultant will oversee its approximately $2 billion portfolio after approving the RFP process in the fourth quarter.

01.16.25
People Moves
Southern University CIO Departs, Interim Named

The cio and treasurer left the institution in December after nine years of service and the university has named its assistant v.p. and deputy cio to the role on an interim basis.

01.16.25
MRI/Social Investments
Southern Endowment Launches Impact Investment Search

The endowment is looking to deploy capital in new impact investments targeting change for the nation’s working forests and forest-reliant communities.

01.16.25
Industry News
Investment Consultant Absorbs Two RIAs

An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.

01.08.25
People Moves
Consultant Names New CEO, Hires RIA-Focused Senior MD

The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.

01.08.25
People Moves
Western Consultant To See Senior V.P. Retire As Another Departs

A senior v.p. responsible for leading the consultant’s Denver office will retire in the first quarter as a fellow senior v.p. at the branch left the organization.

01.08.25
People Moves
Midwestern Healthcare Network Seeks Private Capital Principal

A hospital network in a Midwestern state has started a search for a principal, private capital to join its investment office.

01.08.25
Consultant/OCIO/Discretionary
Western Trust Concludes Consultant Search

The trust fund recently selected a firm to serve as its general investment consultant and help oversee its portfolio following a launched last year.

01.08.25
People Moves
Southern College Seeks CFO

The new senior v.p. and cfo will oversee management of the college’s treasury, endowment, debt and retirement funds.

01.08.25