People Moves
Midwest Foundation Promotes CFO & COO To CEO

The promotion comes as the foundation’s previous head is set to retire late next month.

05.30.23
People Moves
Midwest University Snags Senior Investment Associate From Northeast Institution

The college hired a senior investment associate in the first quarter to help oversee its endowment and source and conduct due diligence on new investment opportunities.

05.30.23
Fixed-Income
New England University Adds Treasury Strategy

The university added a U.S. Treasury strategy after its investment consultant conducted a search to fill a maiden 5% target approved in the first quarter.

05.24.23
Searches And Hires
Western Endowment Plans Large-Cap Growth, Global Equity Searches Following A/A Changes

The fund will conduct searches for a U.S. large-cap growth equity manager and a global equity manager with a tilt toward either core or value stocks after approving a new asset allocation at its May board meeting.

05.24.23
ESG
Midwest University Foundation Exploring ESG Integration

The university is helping devise an ESG-related investment policy for its affiliated foundation, as the institution weighs a pivot toward illiquid strategies within its endowment in June.

05.18.23
Passive Fixed-Income
New England University Weighs Adding Treasury Strategy

The university is considering adding a U.S. Treasury bond strategy to two of its portfolios after creating a maiden 5% target to Treasuries in both portfolios last quarter.

05.18.23
Consultant/OCIO/Discretionary
Midwest Community College Seeks Consultant For Retirement Plans

The college is searching for an investment consultant to manage its 403(b) and 457(b) retirement plans and select and replace underlying funds on a discretionary basis.

05.18.23
People Moves
Midwest Hospital Names New CFO

The hospital has promoted its former controller to cfo to oversee its finances and investments as its previous finance head retired in mid-2022.

05.18.23
Consultant/OCIO/Discretionary
Western University Searches For DC Plans Consultant

The university is searching for an investment consultant to review its 401(a) and 403(b) defined contribution plans and their operations.

05.18.23
People Moves
Northwest University Foundation Hires New CFO

The foundation has hired a new cfo to oversee its finances and endowment portfolio following a search from earlier this year as its finance head left to pursue other opportunities.

05.18.23