Announcements

People Moves
Western Institute To Search For Investment Head As CIO To Step Down

The institute will conduct a search for a cio as its investment head is expected to step down from the role later this year to focus on their various board, teaching and philanthropic endeavors.

04.11.24
People Moves
Investment Manager Appoints Next President & CEO

The firm has promoted a portfolio manager to president and ceo as its chair and ceo is transitioning to executive chair.

04.11.24
Consultant/OCIO/Discretionary
Global Wealth Manager Absorbing Outsourced CIO

The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.

04.11.24
Announcements
Northeast Investment Advisory Firm Opens New Office

The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.

04.11.24
People Moves
Southern Endowment Search Firm To Help Identify Next CEO

The endowment has selected a nearby executive search firm to help conduct a search for a new president and ceo as its previous head resigned in February.

04.10.24
International / Global / Emerging Markets
Global Investment Manager Launches Emerging Markets Ex-China Equities Fund

The firm has launched the strategy to carve out China from their emerging markets allocation and gain more exposure to smaller emerging market economies underrepresented in the main index.

04.10.24
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