Daily Feed

Administrator - Bundled
Great Lakes 457 Plan Snags New Bundled Provider

The city worked with its previously provider for 32 years.

10.17.24
People Moves
Verus Adds Portfolio Mgmt. Managing Director

The firm has hired a managing director of portfolio management to lead the investment management efforts for its discretionary consulting business.

10.17.24
Consultant/OCIO/Discretionary
Pathstone Acquiring Outsourced CIO

The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.

10.16.24
People Moves
Mid-Atlantic College Names New Finance V.P.

The college hired a new v.p. for finance and administration in the second quarter to oversee its finances, management of its endowment and risk management, among other areas.

10.16.24
People Moves
Investment Firm Adds Director Of Charitable Giving Solutions

The firm hired a director of charitable giving solutions within its nonprofit practice to oversee its national strategy and implement donor advised fund and private foundation administration solutions.

10.16.24
People Moves
Southern University Adds Five To Board, Including One PE Investor

The university has added five new members to its board of trustees, including one private equity investor, to oversee and align its strategic direction, educational policy, finances and operations with its mission.

10.16.24
People Moves
Southern University Searching For Investment Mgr. Focused On Private Markets

The university is seeking an investment manager to take primary accountability for its private investment portfolio, which makes up 40% of its long-term investment portfolio.

10.16.24
ESG
New England University Rejects Divestment Proposal

The university voted against a student-led proposal to divest its endowment from companies involved in the Israeli occupation of Palestinian territory.

10.16.24
Consultant/OCIO/Discretionary
New England University Foundation Retains Investment Consultant

The foundation hired an investment consultant to provide non-discretionary services for its portfolio over three other firms after conducting an RFQ and RFP process last year.

10.16.24
Fixed-Income
Midwest Foundation Terminates Western Asset

The foundation terminated an unconstrained fixed-income manager and reinvested the redemption proceeds with an existing firm at its board meeting in late September.

10.16.24