Daily Feed

Multi-Asset/Investment Advisor
Texas County Seeking Investment Services

The county launched a similar search last year seeking a firm to provide the services for a one-year period.

10.24.24
People Moves
New Century Advisors Taps Client Relations Manager

She will take over responsibilities from the firm’s retiring managing director of business development and client relations.

10.24.24
Fixed-Income
New England Pension Goes Passive For Long Treasury Portfolio

The change comes after terminating its active manager, which failed to meet its performance objective and has showcased organizational risk.

10.24.24
People Moves
Western University Foundation Adds Investment Pros To Board

The foundation has added two investment professionals who are alumnus to its board of directors to manage fiduciary responsibilities, business affairs and its assets.

10.24.24
People Moves
Midwest Foundation Searches For Next V.P. & CIO

The new v.p. and cio will oversee and manage the foundation’s investment portfolio including evaluating and recommending prospective managers and working with the organization’s investment committee to develop an overall investment strategy, policy and asset allocation.

10.24.24
Venture Capital
Midwest University Commits To Venture FoF

The university made a commitment with a venture fund-of-funds that invests in seed-stage start-up companies nationally with a focus on firms based in the Greater Cincinnati region.

10.24.24
Consultant/OCIO/Discretionary
Midwest RIA To Acquire Majority Stake In NEPC

The Chicago-based wealth management and investment advisory firm has agreed to purchase a majority stake in the prominent investment consulting firm.

10.24.24
People Moves
Northeast University Looks For Staffer To Help Manage Endowment

The university is searching for an investment analyst or investment associate to serve as a generalist and help manage its nearly $1 billion endowment.

10.24.24
ESG
Western University Turns Down Student Divestment Proposal

The university’s special committee on investment responsibility has decided to take no action on a student-led proposal to divest its endowment from companies supporting the Israel Defense Forces.

10.24.24
Private Equity
Southern Fund Enters Strategic Partnership W/ Middle Market PE Firm

The firm has entered a strategic partnership with a lower middle market private equity firm after making an anchor investment in the firm’s flagship strategy.

10.24.24