Consultant/OCIO/Discretionary
Midwest Nonprofit Organization Divests From Fossil Fuels; Hires Investment Advisor

A nonprofit organization in the Midwest has divested its endowment from fossil fuels and selected an investment advisor to manage the portfolio effective July 1.

07.08.21
ESG
HSBC Finances Launch Of Women-Owned Asset Management Firm

HSBC Asset Management has acquired a minority stake in a U.S.-based ESG and diversity and inclusion focused consulting firm, which will become a female-owned asset management firm focused on ESG investment opportunities for institutional and wealth management clients, the firm announced.

07.08.21
Industry News
Cambridge Associates Goes Carbon Neutral

Cambridge Associates has officially received carbon neutral accreditation and certification, the firm announced.

07.08.21
People Moves
BNY Mellon Appoints Global Head Of Investor Solutions

BNY Mellon Wealth Management named Sinead Colton Grant as global head of BNY Mellon Investor Solutions effective July 1, the firm announced.

07.08.21
Daily Feed
Western Health System Seeks Investments Manager

A healthcare network across several Western states is searching for an investments manager to help oversee its multi-billion-dollar portfolio.

07.08.21
Fixed-Income
Midwest Foundation Rebalances Fixed-Income Portfolio

A foundation based in the Midwest rebalanced its fixed-income allocation in anticipation of volatility within the asset class at its board meeting last month, according to video.

07.08.21
Searches And Hires
Western 529 Reissues Program Manager RFP

A 529 plan based in the West has reissued its RFP seeking a program manager as its board elected to reject all proposals received in its previous search as they did not meet the searches requirements.

07.08.21
Industry News
Mid-Atlantic University Searching For Associate Director

A university in the Mid-Atlantic region is seeking an associate director to help manage overall portfolio allocation and risk, with particular responsibility around manager allocations across asset classes.

07.08.21
ESG
Jensen Promotes ESG Head

Jensen Investment Management has promoted a portfolio manager to head of its ESG initiatives, the firm announced.

07.08.21
MRI/Social Investments
Midwest Foundation Anticipates More PRI Investments Following Loan

A foundation based in the Midwest expects to make additional program-related investments later this year after approving a loan for a pharmaceutical and health services startup at its May board of directors meeting.

07.08.21