Asset Study/Review
West Coast Foundation Considers A/A Changes

The foundation is proposing shifting its $642 million consolidated endowment fund toward private equity, domestic public equity and short-duration fixed-income.

11.21.23
MRI/Social Investments
Midwest Foundation Plans New Impact Investments

The foundation is looking to allocate a portion its investment portfolio to impact investments and has named a team member to spearhead the effort.

11.21.23
People Moves
Midwest Foundation Promotes Senior Finance Staffer To CFO

The foundation has named its senior director of finance as its cfo after its finance and operations head left to pursue a new opportunity at the end of the third quarter.

11.16.23
People Moves
Northern Trust Hires Quantitative Strategies Head

The firm has hired a head of international quantitative strategies to lead its international quantitative investment portfolio, including oversight of research and strategy and management of the firm’s quantitative teams spread across the globe.

11.16.23
5 Questions
5 Questions With Builders Initiative CIO Noelle Laing

Laing oversees an approximately $1 billion endowment for the Chicago-based Builder’s Initiative Foundation. She took the time to answer 5 questions with FIN News.

11.15.23
Administrator - Bundled
Western 529 Plan Issues Program Manager RFP

The college savings plan has launched its search for a program manager as it looks for a new agreement that better reflects its current size and growth goals.

11.15.23
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Prepares RFP

A nonprofit group based in the Rocky Mountain region plans to issue an investment advisor RFP next year.

11.15.23
People Moves
Venture Capital Manager Adds Managing Director

The firm has added a managing director to oversee its pre-seed investment strategy and portfolio that focuses on sourcing, investing and scaling high-growth, early-stage tech startups.

11.15.23
People Moves
Mid-Atlantic Advisor Adds Wealth Planning Head, MD

The wealth planning and advisory firm has added a head of wealth planning and managing director to leads the firm’s strategic direction and oversight and enhancement of client financial planning services.

11.15.23
People Moves
Investment Manager Hires Wealth Solutions Head

The global investment manager has hired a leader for its U.S. wealth management team.

11.15.23