Multi-Asset/Investment Advisor
Former Healthcare System CIO Launches Advisory Firm

The former cio of a healthcare system has officially launched a new advisory firm with a platform designed to help cio and investment office leaders enhance and expand their organization’s in-house investment capabilities.

06.17.21
Daily Feed
Mid-Atlantic University Names New Board Chair

A university based in a mid-Atlantic state has named a new chairman of its board of trustees, effective July 1.

06.17.21
People Moves
Southern Health System Hires Portfolio Manager; Sees Investment Head Departure

A Southern health system saw its head of investments depart late last year following the appointment of a cio and the system recently hired a portfolio manager.

06.17.21
Surveys/Studies
ClearView Seeks Nonprofits To Participate In Investment Fee Study

ClearView Fiduciary Alliance has issued an open invitation for all small and mid-sized foundations, endowments and nonprofit organizations to participate in its 2021 Study of Investment Fees for Foundations, Endowments and Nonprofits.

06.17.21
Consultant/OCIO/Discretionary
CAPTRUST Acquires Stewardship Financial Advisors

CAPTRUST Financial Advisors has acquired Stewardship Financial Advisors, which provides estate planning, asset and risk management, tax planning, retirement income planning and investment services to almost 1,000 clients, including individuals, high-net-worth individuals, corporations and charitable organizations.

06.17.21
People Moves
CI GAM Names Executive V.P., Investment Mgmt. Head

CI Global Asset Management has appointed a executive v.p. and head of investment management, effective Sept. 1, to lead a group of over 100 investment professionals and oversee the continued development of its integrated global investment platform.

06.17.21
People Moves
New England Foundation Names Interim CEO

A foundation based in New England will search for a president and ceo this summer after naming an interim ceo and president earlier this month.

06.17.21
People Moves
First Republic Appoints MD, Wealth Manager

First Republic Investment Management has hired a managing director and wealth manager to provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

06.17.21
In The News
Leading Investors Urge Governments To End Support For Fossil Fuels

Investors controlling $41tn (£29tn) in assets have called for governments around the world to end support for fossil fuels and set targets for rapid reductions in carbon emissions to limit the damage from global heating.

06.14.21
Surveys/Studies
Community Foundations Increasing Consideration Of Hiring Diverse Managers: Study

Community foundations are prioritizing diversity and have put an increased emphasis on considering hiring diverse managers for their portfolios, a new study found.

06.10.21