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
People Moves
BNY Mellon Adds Client Strategist

BNY Mellon Wealth Management has appointed a senior client strategist to initiate relationships and deliver needs-based solutions based on client investment objectives across investment management, wealth planning and family office management

02.11.21
Surveys/Studies
ESG Disclosure Access Essential For Institutions To Manage Impact: Report

Regulators must standardize and make public company reporting on ESG disclosure accessible in order for institutional investors to properly manage and account for impact in their investment portfolios, according to a recent report.

02.11.21
Daily Feed
Northeast University Seeks Investment Analyst

A university in the Northeast is searching for an investment analyst to support the oversight and management of its long-term investment pool.

02.11.21
Announcements
West Coast University Names Venture Fund Founder As Board Chair

A university on the West Coast has named the founding partner of a venture fund as its next board of trustees chairman.

02.11.21
Announcements
Western Foundation Adds Investment Committee Members

A foundation based in the West has selected two new investment committee members to help guide its investing practices and recommend best practices.

02.11.21