Daily Feed

People Moves
Southern Health System Searching For Senior Analyst

The system is searching for a senior investment analyst to support efforts related to its public market portfolios, which includes global equities, fixed-income and liquid alternatives.

11.20.25
ESG
Mercer Veteran Launches Climate-Focused Investment Advisory Firm Oakledge Advisors

Mercer’s former head of sustainable investment for the Americas has launched a new institutional investment consultant focused on environmental sustainability and value alignment.

11.20.25
Alternatives
Southern Endowment Considering PE, Infrastructure RFPs

The endowment was slated to consider issuing separate RFPs for infrastructure strategies and private equity strategies at this month’s board meeting.

11.20.25
People Moves
Southern Institution Seeks Investment Ops Professional

The institution is seeking an investment operations professional to help ensure alignment of operational policies, controls, processes and procedures.

11.20.25
Private Equity
Monogram Capital Partners Closes Fund III

The firm also surpasses $1.75 billion in regulatory assets under management.

11.20.25
People Moves
Financial Services Firm Adds MD For Capital Formation, Currency Solutions

The firm hired a managing director for capital formation and currency solutions to focus on the marketing and distribution of private capital and currency capabilities to institutional investors and consultants across North America.

11.20.25
Industry News
GTCR Acquires Fiduciary Trust Company

Firm partners with Fiduciary to enhance service offerings and build upon the independent wealth manager and trust company’s 140-year history.

11.19.25
Industry News
Wafra Takes Minority Stake In Ardian

The minority investment is being made via Wafra Inc.’s Strategic Partnerships platform.

11.19.25
Administrator/Record Keeper
Rocky Mountain Town Taps New Retirement Plan Administrator

The town received eight submissions in response to an RFQ issued in August.

11.19.25
Consultant/OCIO/Discretionary
Midwest Pension Launches Consultant RFP

The retirement fund also approved an Africa-focused private equity commitment earlier this month.

11.19.25