MRI/Social Investments
Southern Foundation Scaling Up Impact Fund

A foundation based in a Southern state is growing its impact fund.

02.11.21
Announcements
New England University Adopts Carbon-Reduced Portfolio

A university based in New England is reinvesting a portion of its overall investment portfolio currently invested in carbon-intensive companies.

02.11.21
Asset Study/Review
Western Fund Reviews Global Equity Portfolio Structure

A fund based in the West received a global equity portfolio structure analysis from its general investment consultant last month.

02.11.21
People Moves
Northeast Foundation Names New CIO

A foundation in the Northeast has hired a new cio to oversee its more than billion-dollar portfolio.

02.11.21
Announcements
Western Health System CIO Retires

The cio of a health system in the West retired last month after almost 28 years with the institution.

02.11.21
Asset Study/Review
Midwest University Revises Target AA

A university based in the Midwest has revised its asset allocation, increasing allocations to alternative assets at the expense of bonds and commodities.

02.11.21
Announcements
First Republic Adds Wealth Mgmt. Team

First Republic Investment Management has hired a three-person wealth management team.

02.11.21
Daily Feed
Midwest Foundation Seeks Finance Director

A foundation based in the Midwest is searching for a director of finance to oversee all aspects of its finance and accounting functions.

02.11.21
Alternatives
Mid-Atlantic University Seeks Senior Investment Analyst

A university based in the Mid-Atlantic region is looking to hire a senior investment analyst to focus on buyout and venture capital assets.

02.11.21
Announcements
UBS Adds Seven-Member Advisory Team

UBS Private Wealth Management has hired a seven-person team of advisors.

02.11.21