Asset Study/Review
Midwest Health System Slates IPS Review

The system expects to conduct a review of the investment policy for its reserve pool, non-reserve short-term pool and non-reserve long-term pool this fall.

08.24.23
Asset Study/Review
West Coast College Savings Plan To Conduct A/A Study

The 529 plan’s general investment consultant will conduct an asset allocation study this fall as it has been a few years since a review has been conducted.

08.24.23
People Moves
Investment Firm Appoints Institutional Sales Head

The firm has appointed an employee to the newly created position of head of institutional to grow its client base among secondary and higher education, healthcare and government institutions.

08.24.23
Private Equity
Southern University Foundation Approves PE Commitment

The foundation approved a commitment to a buyout private equity strategy with a new investment manager in the second quarter.

08.24.23
People Moves
Midwest Foundation Hires New CFO

The foundation has hired a new cfo to oversee its finances and help manage its investments following a search from earlier this year.

08.18.23
Asset Study/Review
Midwest University Set To Review A/A, Global Equity Portfolio

The university expects its discretionary provider to conduct a review of its strategic asset allocation during the third quarter and a separate review of its global equity portfolio during the fourth quarter.

08.17.23
Fixed-Income
West Coast 529 Plan Swaps Passive Bond Funds For Active Strategies

The college savings program added active bond strategies to replace two passive strategies to provide greater flexibility in country and security selection.

08.17.23
People Moves
Midwest University Seeks Investment Director

The university is searching for an investment director to help oversee its portfolio and conduct qualitative and quantitative analysis and due diligence of managers as part of the build-out of its investment team.

08.16.23
People Moves
Global Asset Manager Hires Private Equity Impact Investing MD From Nearby PE Mgr.

The firm has hired a managing director within its private equity impact investing team to identify, execute and manage direct private equity investments in key thematic impact sectors.

08.16.23
Equity
Western Endowment Narrows Finalists In Global Equity Search, Selects Large-Cap Growth Mgr.

The fund has narrowed its search for a new global equity manager for its portfolio to three finalists and selected a firm in its domestic large-cap growth equity manager search at its board meeting this week.

08.16.23