Searches And Hires

Administrator - Bundled
Western 529 Hires New Program Manager For Advisor Sold Plan

A 529 plan in the West has hired a new program manager for its advisor-sold plan.

02.04.21
ESG
Northeastern University Updates Investment Policy On Fossil Fuel Investments

A university in the Northeast will not directly invest in publicly traded oil and gas companies “for the foreseeable future” as part of adjustments to its investment policy approved last month.

02.04.21
Credit/Private Debt
Midwest Foundation Adds Private Debt Allocation

A foundation based in the Midwest added a private debt allocation and reclassified two investments under the asset class last year.

02.04.21
Asset Study/Review
Southern Fund Reviewing Strategic Asset Allocation, Changes Expected This Summer

A fund based in the South is reviewing its strategic asset allocation and will look to make changes this summer.

02.04.21
Private Equity
Midwest University Foundation Adds Maiden Allocation

A Midwestern university foundation added a maiden allocation in the fourth quarter.

02.04.21
Searches And Hires
New England Community Foundation Adds Equity, HF Investments

A community foundation in New England added global public equity and hedge fund investments to its portfolio last year.

02.04.21
Industry News
New England Community Foundation Seeks Director Of Investments

A community foundation in New England is searching for a director of investments to research and monitor its asset allocation model and the underlying managers retained and considered.

02.04.21
Consultant/OCIO/Discretionary
Southern Health System Seeks Investment Consultant For Retirement Plans

A health system in the South is searching for an investment consultant for its defined contribution retirement plans.

02.04.21
Industry News
Mid-Atlantic Institution Seeks Investment Operations Analyst

An institution in the Mid-Atlantic region is searching for an investment operations analyst to support the management of its endowment.

02.04.21
Industry News
Midwest University Seeks Investment Operations Staffer

A university based in the Midwest is searching for an investment operations associate to help execute day-to-day operations activities.

02.04.21