Announcements

People Moves
Clean Tech Firm Promotes Investment Director To Principal

Firm’s newly promoted principal will continue to manage the firm’s energy transition investments.

04.10.24
Consultant/OCIO/Discretionary
Northeast Institution Issues Investment Consulting RFP

The university has issued an RFP seeking an investment consultant to serve as a discretionary advisor for its foundation’s endowment.

04.10.24
Announcements
Western Fund Deputy CIO Departing For Investment Head Role At Midwestern Retirement System

The deputy cio is leaving the fund to join a Midwestern retirement system as its next investment head as its previous cio left to join a global infrastructure manager.

04.04.24
Daily Feed
Southern College To Close In May

The college will close next month after operating for 168 years after it was unable to obtain bridge funding from a state loan program.

04.04.24
People Moves
Manager Promotes SMID Equity Portfolio Manager

The investment manager has named a new lead portfolio manager for its small and small- to mid-cap equity team.

04.04.24
People Moves
Western Program Hires Next Executive Director

The program has hired its next executive director to provide policy, program and technical direction after its previous head left for a new role.

04.04.24
Industry News
Wealth And Alternatives Manager Acquiring Outsourced CIO

The firm is absorbing an outsourced cio provider and advisory firm to expand its operations in key regions in the U.S. and enhance its offerings in the outsourced cio market.

04.04.24
Consultant/OCIO/Discretionary
Investment Consultant Absorbs Southern Wealth Manager

The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.

04.03.24
Consultant/OCIO/Discretionary
Investment Veteran Launches Management Consulting And Capital Placement Firm

A veteran within the investment consultant space has started an advisory firm to assist investment managers that offer private markets strategies.

03.28.24
Announcements
Northwest Ohio Universities Merging

The two Christian-affiliated universities have agreed to merge campuses under one organization, while their endowments will remain separate.

03.27.24