Industry News
Climate Focused Firm Makes Strategic Investment In Private Markets Mgr.

An investment firm focused on climate-related investments has made a strategic investment in a private markets firm that is focused on environmental sustainability.

02.13.25
People Moves
Wealth Manager Promotes Staff Members To Head of Banking & President of the East Region

A global wealth manager has named long-time employees to new positions within the firm – head of banking and specialized services and president of the East region.

02.12.25
Consultant/OCIO/Discretionary
Midwest Foundation Renews Consultant Contract

The foundation first hired the investment consulting firm in 2015.

02.12.25
People Moves
Great Plains Health System Seeks Inaugural CIO

The healthcare system is looking to hire its first-ever senior v.p. and cio to manage its investments portfolio.

02.12.25
Private Equity
HBCU Eyes Private Equity Funds After Maiden Commitments

The university is looking to add private equity commitments to its portfolio on the heels of maiden commitments to the asset class in the fourth quarter.

02.12.25
ESG
Midwest University Reestablishes Socially Responsible Investment Advisory Committee

The university has finalized the members for its reestablished investment responsibility advisory committee, which advises on the management of its endowment through a social and ethical lens.

02.12.25
Consultant/OCIO/Discretionary
Southern University Issues Discretionary Investment Manager RFP

The institution has launched a search for a discretionary investment manager to handle its pooled investment program following a similar search from 2019.

02.06.25
People Moves
Midwest Foundation Eyes Two Investment Staffers

The foundation is searching for an investment director and an investment operations manager to help oversee and manage its approximately $3 billion investment portfolio.

02.06.25
Asset Study/Review
Midwest University Revises A/A; Adds Int’l Equity, PE Investments

The university revised its asset allocation and added international equity and private equity managers in the fourth quarter as recommended by its general investment consultant.

02.06.25
People Moves
Investment Advisor And Wealth Manager Adds Several New Staffers

The firm’s new additions include a director of institutional relationships, head of Atlanta wealth management, operations manager, reporting associate and relationship analyst.

02.06.25