Daily Feed

People Moves
Southern Trust Eyes Portfolio Manager

The trust company is searching for a junior portfolio manager or portfolio manager to help oversee and manage its fixed-income and absolute return portfolios.

02.19.26
People Moves
Mid-Atlantic Foundation Searching For CIO

The foundation is seeking a new cio to lead the management and oversight of its endowment.

02.19.26
Consultant/OCIO/Discretionary
Western Plan Reissues Investment Consultant RFP

The college savings plan has reissued its RFP seeking investment consulting services for its 529 accounts to address a minor technical compliance issue.

02.19.26
Consultant/OCIO/Discretionary
Western University Selects New Consultant For Treasury Pool

The university selected a new investment consultant for its treasury pool to conclude a search from last year.

02.19.26
Surveys/Studies
Outsourced CIO Growth Expected To Continue As Investor Needs Expand: Study

The utilization of outsourced cios continues to expand quickly as the U.S. market, which accounts for 75% of the $3.3 trillion global outsourced cio marketplace, grew by 16% in 2025 driven primarily by organic growth.

02.19.26
People Moves
Southern Endowment Appoints New CEO

The endowment promoted an internal team member as its permanent ceo to conclude a search from last year as its previous head stepped down to focus on personal priorities.

02.19.26
Asset Study/Review
Southern University Foundation Conducting A/A Review

The foundation is conducting an asset allocation review of its endowment alongside its new investment advisor, which was hired late last year following a search for standard due diligence purposes.

02.19.26
Consultant/OCIO/Discretionary
Alaska Foundation Tabs New Consultant To Wrap Up Search

The foundation selected a new investment consultant to oversee its portfolio following a search from last summer to uphold its fiduciary responsibilities.

02.19.26
People Moves
Investment Firm Adds Sr. Director To Real Assets Team

The consulting firm added a senior director to its real assets team in late 2025.

02.19.26
Consultant/OCIO/Discretionary
Southern Authority Wraps Up Consultant Search

The authority selected a firm to serve as consultant for its investment portfolios totaling more than $100 million in assets following a search from late last year.

02.19.26