Consultant/OCIO/Discretionary
West Coast Foundation Rehires Outsourced CIO Following RFI Process

The foundation has rehired its incumbent outsourced cio following an invitation-only RFI process to determine whether it should be put services out for bid.

04.03.24
People Moves
Mid-Atlantic College Appoints CIO As Inaugural Investment Head Retires

The college promoted its managing director to cio following the retirement of its inaugural investment head.

03.28.24
Consultant/OCIO/Discretionary
Investment Veteran Launches Management Consulting And Capital Placement Firm

A veteran within the investment consultant space has started an advisory firm to assist investment managers that offer private markets strategies.

03.28.24
Announcements
Northwest Ohio Universities Merging

The two Christian-affiliated universities have agreed to merge campuses under one organization, while their endowments will remain separate.

03.27.24
MRI/Social Investments
Midwest Foundation Reviews Fixed-Income Portfolio, Seeks New Impact Investments

The foundation is eyeing more impact investments this year as it also reviews its fixed-income allocations.

03.20.24
People Moves
Western Fund Adds Analysts

The fund added three analysts to its investment team to help oversee and manage its portfolio in the first quarter.

03.20.24
Credit/Private Debt
Global Manager Closes Latest Private Investment Fund

The global asset manager has held the final close on its latest private credit fund, which targets junior debt investments in middle market companies in the U.S.

03.20.24
Emerging/Diverse Managers
New England Foundation Seeks Diverse Managers, Local Investments

The foundation is looking to add diverse-owned managers, of which currently has four, to its portfolio along with regionally focused investments.

03.20.24
Consultant/OCIO/Discretionary
West Coast State Fund Launches Investment Consultant Search

The state fund-of-funds has issued an RFP seeking an investment consultant due to the upcoming contract expiration of its incumbent provider, which is eligible to rebid.

03.20.24
Administrator - Bundled
Western 529 Plan Concludes Program Manager Search

The college savings plan selected a new program manager to provide investment management and account administration services following a search earlier in the year.

03.14.24