Consultant/OCIO/Discretionary
Midwestern State Treasurer Launches Consultant Search

The treasurer’s office has issued an RFP seeking a general investment consultant for several of its portfolios.

06.05.24
Administrator/Record Keeper
College Savings Plan Manager Partners With Record Keeper For 529 Plans

The investment manager for four 529 plans has teamed up with another firm to provide record keeping and other services for the college savings programs.

06.05.24
Industry News
Outsourced CIO Founder Launches Investment Trend Think Tank

An outsourced cio has started an institute to facilitate investment-related data and research on topics like the global energy transition.

06.05.24
People Moves
Mid-Atlantic University Hires CFO From Midwestern University

The university has hired an executive v.p. for finance at a Midwestern university to be its new cfo and oversee its financial objectives, policies and strategy.

06.05.24
People Moves
Western Foundation Hires Portfolio Manager

The foundation has hired a new portfolio to help oversee its $2 billion endowment.

06.05.24
Venture Capital
Midwestern Agency Wraps Up Search For Venture Managers

The agency has selected five venture capital fund managers to launch an $100 million venture capital fund targeting startups in the state.

06.05.24
MRI/Social Investments
Midwestern Foundation Taps Manager For Impact Fund

The foundation has teamed up with an women-owned impact investment manager to launch an impact investment fund focused on health equity across several states.

06.05.24
MRI/Social Investments
New England Foundation Eyes Mission-Alignment Of Equity, Fixed-Income Portfolios

The foundation is looking to allocate to impact or mission-aligned investments across fixed-income and equity markets as it begins to explore similar investments in the private markets.

05.30.24
People Moves
Southern University Adds New Board Members

The university has added three new members to its board of trust, including two investment professionals.

05.30.24
People Moves
Global Investment Manager Hires Managing Director From Midwestern Investment Company

The firm has hired the former managing director at a Midwestern-investment company that manages assets related to several family foundations and affiliated firms.

05.30.24