News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Northeast Pension Begins OCIO Search

The retirement fund had been expected to issue the RFP after exercising two contract extensions with its incumbent.

08.22.24
People Moves
New Investment Mgr. Adds Capital Formation, Investor Relations Head

The firm has hired a head of capital formation and investor relations to accelerate the execution of its strategy to deploy creative financing solutions to the lower middle market.

08.22.24
People Moves
Global Wealth Manager Hires Senior Relationship Mgr.

The firm has added a senior relationship manager within its New York office to leverage its offerings to address client needs.

08.22.24
ESG
Canadian University Considering Divestment Petition

The university has formed an ad hoc committee to review a petition to divest its endowment from companies financially benefiting from the Israel-Hamas war.

08.22.24
People Moves
Southern Institution Seeks Next Executive Director

The institution is searching for its next executive director and ceo as its current head will leave to join a Midwestern company this fall.

08.22.24
People Moves
Registered Investment Adviser Hires MD, Head Of Portfolio Strategy

The position will develop and manage customized portfolios for clients, conduct due diligence and portfolio reviews and publish market and asset allocation research.

08.22.24
People Moves
Northeast Venture Firm Adds Principal, Promotes Senior Associate To Principal

The firm has added a principal to help lead new deals out of its latest fund and support its portfolio companies.

08.22.24
Multi-Asset/Investment Advisor
Southern College Selects Manager

A college based in a Southern state has selected a new investment manager following an RFP process that began last year.

08.22.24
Multi-Asset/Investment Advisor
Southern Hospital Issues Investment Advisor RFP

A hospital system based in a Southern state has launched a search for an advisory firm to help manage its investment portfolio.

08.22.24
People Moves
Southern Endowment Hires CEO

A community endowment fund based in a Southern state has selected a new president and ceo following its former executive’s resignation earlier this year.

08.22.24