Profiles
5 Questions With Leona M. And Harry B. Helmsley Charitable Trust CIO Rosalind Hewsenian

Rosalind Hewsenian, cio of the Leona M. and Harry B. Helmsley Charitable Trust, answers five questions from FIN News.

08.20.20
Asset Study/Review
Northeast University Revises Asset Allocation

A university in the Northeast has revised its policy portfolio asset allocation as part of changes to its investment policy.

08.13.20
Consultant/OCIO/Discretionary
Midwestern Foundation Swaps Outsourced CIOs

A foundation in the Midwest has hired a new outsourced cio to handle its endowment.

08.13.20
Announcements
Understanding Risk, Generating Income Important For Diversifying Portfolios: Report

Investors can achieve their income goals and diversify their portfolio across different opportunities by having a broader understanding of the risks that they are taking, according to new research.

08.13.20
Surveys/Studies
Endowments Underperform Passive Benchmark For 58 Years: Study

A new study found that the average endowment has underperformed the 60/40 benchmark for the past 58 years.

08.13.20
Searches And Hires
Southern State Issues Consultant RFP For 529 Plan

A state treasury department in the South has issued an RFP seeking general investment consulting services.

08.13.20
People Moves
Mid-Atlantic Management Company Names Next President And CIO

A Mid-Atlantic management company has announced its next president and cio, effective Jan. 1.

08.11.20
People Moves
Former Stanford Management Company CEO Dies

Former Stanford Management Company CEO John Powers died July 13 at the age of 67.

08.11.20
Searches And Hires
Southwest University Posts Global Fixed-Income RFP

A university in the Southwest is seeking a firm to provide global fixed-income investment advisory services.

08.10.20
Surveys/Studies
Large E&Fs With Higher Alts. Allocations Outperform Smaller Peers: Study

Larger endowments and foundations with greater than $1 billion in assets are enjoying better returns in aggregate than smaller institutions with less than $1 billion in assets as new research finds they can be attributed to a mix of asset allocation and manager selection decisions.

08.06.20