ESG
Jensen Promotes ESG Head

Jensen Investment Management has promoted a portfolio manager to head of itsĀ ESGĀ 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
Daily Feed
New England Institution Names Next CFO

A higher education institution in New England has named its next executive v.p. and cfo from an institute in the Midwest.

07.08.21
Consultant/OCIO/Discretionary
Outsourced CIO To Join The Colony Group

An outsourced cio has been acquired by Focus Financial Partners and will become part of Focus partner firm The Colony Group, according to an announcement.

07.01.21
People Moves
Western Fdn. Moves To Sole CIO Model Following Departure Of Co-CIO

A Western foundation has moved to a cio model as its co-cio left last month to pursue other career opportunities.

07.01.21
Consultant/OCIO/Discretionary
Southern City Seeks Endowment Fund Consultant

A city in the South has issued an RFP seeking an investment consultant for its endowment fund, which is expected to grow to more than $200 million later this year.

07.01.21
News
Midwest Nonprofit Releases Investment Management RFP

A nonprofit organization in the Midwest has issued an RFP seeking investment management services for its investment portfolio.

07.01.21
Real Estate
Southern Fund Approves RE Tactical Plan, Hires HY Managers

A fund in the South approved a real estate tactical plan and pacing schedule at its meeting last week.

07.01.21
Consultant/OCIO/Discretionary
Southern University Foundation Selects New Discretionary Advisor

A university foundation in the South selected a new discretionary investment advisor to oversee its endowment at an investment committee meeting last week.

07.01.21
People Moves
Canadian Institution Names New Investment Head

A Canadian institution has named a new head of its investments as its president and cio is set to leave to take on a new career opportunity overseas.

07.01.21