Industry News

Consultant/OCIO/Discretionary
OCIO Solutions Provider Builds New Framework For Fee, Investment Performance Evaluations

An independent forum for investment solutions providers and their partners has created a new holistic value measurement framework for evaluating outsourced cios, investment consultants and advisors to move beyond traditional performance and fee assessments, according to a new report.

03.26.25
People Moves
Southern Trust Company Seeks Investment Staffer

The trust company is seeking an analyst or associate to perform market research, due diligence, investment monitoring and preparation of materials for venture capital and buyout investments.

03.26.25
People Moves
Mid-Atlantic University Hires CFO From Nearby Institution

The new cfo joins from a nearby institution and will manage the university’s finances and investments.

03.26.25
People Moves
Western Trust Fund Launches CIO Search

The search is due to the impending retirement of its current investment head in June.

03.26.25
ESG
Congressman Reintroduces Bill To Raise Excise Tax On University Endowments

A U.S. representative in the South has reintroduced legislation to institute an excise tax on the endowments of 11 U.S. universities to 6% from the current 1.4%.

03.26.25
Industry News
Olympus Raises $3.5 Billion For Eighth PE Fund

The firm has raised $3.5 billion in total capital for its eighth private equity fund.

03.26.25
People Moves
CalPERS Deputy CIO Leaving For General Atlantic

Dan Bienvenue has been with the plan for 21 years and served as interim cio on two occasions during his tenure.

03.25.25
Industry News
Falfurrias Management Partners Raises Fund VI

The private equity manager closed its sixth fund with $1.35 billion in investor commitments.

03.25.25
People Moves
GW&K Taps New Partners

GW&K Investment Management has appointed Leigh Williamson and Gayle Hodus as partners.

03.25.25
People Moves
Artisan Partners Names New CEO

Artisan Partners has appointed Jason Gottlieb as its next ceo.

03.24.25