Consultant/OCIO/Discretionary
Midwest Community Foundation Hires Outsourced CIO

The community foundation has hired a discretionary advisor to manage its portfolio following an RFP process.

05.16.24
People Moves
Global Asset Manager’s Bond Fund PM And Quant Leader Set To Retire

A portfolio manager overseeing several bond funds and another manager overseeing the global asset manager’s quantitative solutions team are set to retire next year.

05.16.24
ESG
New England University Weighs Global Equity Allocations To Reduce Fossil Fuel Exposure

The university will consider adding global equity strategies with two firms within its portfolio to eliminate fossil fuel exposures within the portfolio’s equity allocations.

05.16.24
Consultant/OCIO/Discretionary
Mid-Atlantic Community College Launches Retirement Plan Consultant Search

The college has issued an RFP seeking a firm to provide investment advisory services for its retirement plan, including a review of its investment fund options.

05.16.24
People Moves
Robeco Hires Three EMD Staff From Candriam

The global asset manager has hired three portfolio managers to help launch two emerging market debt strategies later this year.

05.16.24
Emerging/Diverse Managers
Midwest Foundation Adopts New DEI, Impact Strategy

The foundation is looking to allocate more of its endowment to diverse-owned managers and impact investments within Native American communities after approving a new strategy in the fourth quarter.

05.09.24
Equity
Global Manager Converts Mutual Funds To ETFs

The firm has converted two of its mutual funds into actively managed exchange-traded funds to bolstering its ETF platform.

05.09.24
People Moves
Outsourced CIO Appoints University CIO To Board; Hires Nonprofit Director

The outsourced cio has appointed the cio of a midwestern university endowment to its advisory board on the heels of hiring a new director.

05.09.24
People Moves
Southern Healthcare Organization Searches For Executive Director

The healthcare network has launched a search for an executive director of investments to spearhead the development of its investment strategies, manager research and due diligence.

05.08.24
People Moves
Midwest Hospital Onboards New CIO

The hospital system has named a new v.p. and cio to assume investment management duties formerly held by its v.p. of treasury, who now serves as cfo.

05.08.24