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
MRI/Social Investments
Midwest Enterprise Launches Impact Fund With Foundation Support

The social enterprise organization has launched a $50 million impact vehicle to revitalize urban areas that has garnered investments from several prominent foundations.

08.10.23
Multi-Asset/Investment Advisor
Southern Authority Seeks Financial Advisor

The agency has issued an RFP seeking a financial advisor to help facilitate the issuance of bonds and other obligations and advise on their investment.

08.10.23
Administrator/Record Keeper
Regulatory Agency Fines 11 Firms For Record Keeping Failures

A federal securities regulator has fined 11 firms with failing to preserve electronic communications.

08.10.23
People Moves
Midwest Health Insurer Snags Former 529 Plan CIO

The health insurance federation has hired the former cio of a college savings plan as executive director of investments to see its investment programs.

08.10.23
Multi-Asset/Investment Advisor
West Coast Community Foundation Seeks Investment Manager

The foundation is conducting the search for standard due diligence purposes as it seeks a manager to oversee its portfolio, develop an asset allocation mix and update and implement its investment policy.

08.09.23
People Moves
West Coast Wealth Mgr. Acquires Regional Investment Advisor

The firm has acquired a registered investment advisor that brings more than $180 million in assets under management and a focus on Washington state.

08.09.23