Consultant/OCIO/Discretionary
Southern University Issues Discretionary Investment Manager RFP

The institution has launched a search for a discretionary investment manager to handle its pooled investment program following a similar search from 2019.

02.06.25
People Moves
Midwest Foundation Eyes Two Investment Staffers

The foundation is searching for an investment director and an investment operations manager to help oversee and manage its approximately $3 billion investment portfolio.

02.06.25
Asset Study/Review
Midwest University Revises A/A; Adds Int’l Equity, PE Investments

The university revised its asset allocation and added international equity and private equity managers in the fourth quarter as recommended by its general investment consultant.

02.06.25
People Moves
Investment Advisor And Wealth Manager Adds Several New Staffers

The firm’s new additions include a director of institutional relationships, head of Atlanta wealth management, operations manager, reporting associate and relationship analyst.

02.06.25
People Moves
Midwest Foundation Eyes Associate Director, Senior Associate

The foundation is looking to hire an associate director to manage collection and review of documentation for alternative assets and a senior associate to conduct annual due diligence reviews and evaluate overall investment objectives, strategies or benchmarks.

02.06.25
Consultant/OCIO/Discretionary
Southern University Selects Discretionary Investment Manager

The university issued an RFP for the services last year for standard due diligence purposes.

02.06.25
People Moves
Midwest Plan Snags St. Thomas Senior Investment Analyst

The nonprofit healthcare insurance provider added a senior investment analyst at the University of St. Thomas as an investment manager to its staff in January.

02.05.25
ESG
Federal Government To Investigate University And Foundation DEI Policies

A recent executive order directs federal agencies to launch civil investigations concerning DEI policies at private sector institutions, including large universities and foundations.

01.30.25
People Moves
Discretionary Advisor Promotes Partner To Co-CIO

The outsourced cio firm has promoted a partner and head of its client portfolio management group to co-cio, effective Jan. 1.

01.30.25
People Moves
Southern Health System Seeking Two Investment Staffers

The health system is searching for an investment operations manager and an investment analyst to help manage its investment portfolio.

01.30.25