Trends
Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade: Angeles Investment Advisors

The Santa Monica, Calif.-based outsourced cio firm is overweight on asset classes that capitalize on a strong U.S. economy buoyed by strong economic and consumer activity.

09.13.23
Multi-Asset/Investment Advisor
Agriculture Department Issues Investment Services RFI

The federal agency is seeking information from potential banking and investment management service providers as part of market research.

09.13.23
Asset Study/Review
Midwest University Launches Asset Allocation Study

The university is conducting a review of its asset allocations alongside its general investment consultant as it typically conducts a study every three years.

09.13.23
People Moves
Northeast Foundation Elects Mid-Atlantic College CIO To Board

The foundation elected the mid-Atlantic college’s cio to its board, which is tasked with managing the organization’s affairs and property.

09.13.23
People Moves
Investment & Wealth Mgmt. Firm’s Next CEO In Place Following Retirement Of Former Head

The firm has filled its ceo role through an internal succession plan following the retirement of its president and ceo at the end of August after 13 years in the role.

09.13.23
People Moves
Midwest Foundation Hires Investment Director

The foundation has hired an associate v.p. and director of investments to oversee all components of its investment team and portfolio as well as co-lead the sourcing, screening, selection and due diligence of investment managers.

09.13.23
Consultant/OCIO/Discretionary
Midwest University Mulling Consultant Contract Extension

The university is considering extending the general investment consultant’s contract for an additional one-year period.

09.07.23
People Moves
Mid-Atlantic Medical Center Hires Next CFO

The institution has hired its next cfo from a health system in the South as its current finance head is set to retire after 33 years of service.

09.07.23
People Moves
Specialized Alternative Investment Firm Snags Morgan Stanley Executive As President

The global investment firm hired Morgan Stanley’s executive v.p. and coo as its president to oversee its strategic and operational initiatives.

09.06.23
People Moves
Mercer Appoints U.S. Outsourced CIO Business Head

The firm hired Olaolu Aganga as partner and U.S. cio to lead its outsourced cio practice.

09.06.23