Daily Feed

Consultant/OCIO/Discretionary
Western Trust Concludes Consultant Search

The trust fund recently selected a firm to serve as its general investment consultant and help oversee its portfolio following a launched last year.

01.08.25
People Moves
Southern College Seeks CFO

The new senior v.p. and cfo will oversee management of the college’s treasury, endowment, debt and retirement funds.

01.08.25
People Moves
Mid-Atlantic Community College Tabs New CFO

The new cfo to lead development and implementation of the college’s financial strategy, including operations and general oversight of its investment portfolio.

01.08.25
Fixed-Income
Midwest University Adds Intermediate Fixed-Income Strategy

The university has been looking to reduce its exposure to short-term fixed-income.

01.08.25
People Moves
Stewart Investors Expands N. America Presence

The firm appointed a senior business development director to its North American team.

01.07.25
People Moves
Calamos Promotes Chief Distribution Officer

The new chief distribution officer initially joined the firm in April to lead strategy and business development for its registered investment advisor distribution channel.

01.07.25
Real Estate
West Coast Plan To Consider Non-Core Real Estate

The plan is considering diversifying its real estate portfolio to include non-core strategies.

01.07.25
Domestic Equity
Calif. City 457 Plan Shakes Up Equity, Fixed-Income Portfolios

The deferred compensation plan terminated two domestic equity managers and an intermediate core-plus bond manager in the third quarter.

01.07.25
Consultant/OCIO/Discretionary
Northeast Pension Rehires OCIO

The incumbent saw its previous general investment consulting relationship transition to an outsourced cio model in 2021.

01.07.25
People Moves
Insight Investment Names CEO Designate

The current ceo will retire in the first half of this year after 17 years in the role.

01.07.25