Daily Feed

People Moves
Global Manager Appoints Head of Institutional, Canada

The position is responsible for driving commercial development in the market and is the latest hire in the firm’s strategic growth plan to expand its footprint in the Americas.

02.12.25
Industry News
Another Congressman Introduces Bill To Raise Excise Tax On University Endowments

A new piece of legislation was introduced to raise the excise tax levied on annual private university endowment profits to ensure the portfolios are used to “benefit students and academic programs.”

02.12.25
People Moves
Wealth Manager Promotes Staff Members To Head of Banking & President of the East Region

A global wealth manager has named long-time employees to new positions within the firm – head of banking and specialized services and president of the East region.

02.12.25
Consultant/OCIO/Discretionary
Midwest Foundation Renews Consultant Contract

The foundation first hired the investment consulting firm in 2015.

02.12.25
People Moves
Great Plains Health System Seeks Inaugural CIO

The healthcare system is looking to hire its first-ever senior v.p. and cio to manage its investments portfolio.

02.12.25
People Moves
Investment Consultant Adds President & Head of Advisor and Intermediary Solutions Canada

The firm has hired a president of its Canadian business to help position the firm for long-term growth.

02.12.25
Searches And Hires
Southern University Swaps U.S. Equity Mgrs.; Adds Private Real Assets, Diversifying Strategy Investments

The university swapped domestic equity managers within its endowment and liquidity pool while also adding real assets and diversifying strategy investments at a recent investment committee meeting.

02.12.25
Multi-Asset/Investment Advisor
Western Fund Seeks Investment Management, Advisory Services

The fund is seeking a firm to provide services for its long-term investment pool to compare the offerings of other firms as it has utilized the same advisor for the last two decades.

02.12.25
Private Equity
HBCU Eyes Private Equity Funds After Maiden Commitments

The university is looking to add private equity commitments to its portfolio on the heels of maiden commitments to the asset class in the fourth quarter.

02.12.25
ESG
Midwest University Reestablishes Socially Responsible Investment Advisory Committee

The university has finalized the members for its reestablished investment responsibility advisory committee, which advises on the management of its endowment through a social and ethical lens.

02.12.25