Multi-Asset/Investment Advisor
Mid-Atlantic State Issues RFI For Investment Advisor

The state’s treasury office is looking for firms to provide investment advisory and performance reporting services related to several of its funds.

09.17.25
People Moves
Southern University Seeks Manager For Investment Accounting, Performance Reporting

The university is looking to add a manager of investment accounting and performance reporting to oversee reviewing transactions, account reconciliations and financial schedules, among other responsibilities.

09.17.25
People Moves
Wealth Management Firm Hires Regional Leader

The wealth management business has named a new president to lead the firm’s business across a major Midwestern state due to an upcoming retirement.

09.10.25
Fixed-Income
Southern Foundation Adds Fixed-Income Investments

The foundation added fixed-income strategies with a new investment manager within its portfolio in the first quarter.

09.10.25
Equity
Southern 529 Adds Underlying Funds

A college savings plan based in a Southern state has added two utilities strategies as underlying funds within some of its investment options.

09.10.25
People Moves
Midwest Community College Names New Finance Head

The college has hired a new v.p. of finance and administration to oversee fiscal and investment operations following a search from last year.

09.10.25
People Moves
Great Plains Foundation Adds Investment Analyst

The foundation has hired an investment analyst to help oversee its portfolio and be responsible for manager coverage.

09.09.25
Daily Feed
Midwest University Renews Consultant Contract

A university based in the Midwest extended the contract of its incumbent general investment consultant during a recent board meeting.

09.09.25
Hedge Funds
Southern Hospital Plan Hires HF Manager

Funding for the new investment comes from the partial redemption of another hedge fund manager.

09.09.25
People Moves
Global Asset Manager Names New President

The asset manager has appointed its global co-cio to serve as its new president, responsible for developing the firm’s long-term strategy, executing operating plans, delivering investment performance, cultivating client relationships, managing vendor relationships and developing staff.

09.04.25