In The News
Money Managers Are Starting To Heed Activists' Calls To Divest From Fossil Fuels

Rakhi Kumar cares about climate change, but she’s not an activist. She’s an accountant, by training — focused on cold, hard numbers.

03.09.20
Searches And Hires
Southwestern College Searching For Fixed-Income Manager

A Southwestern college is searching for a firm to provide short-term fixed-income management services for its more than $100 million in funds.

03.06.20
Industry News People Moves Multi-Asset/Investment Advisor
Merrill Lynch Advisor Founds Independent RIA

ReDefine Independent Advisors has launched an independent registered investment advisor.

03.05.20
Asset Study/Review
Southern University Revises Asset Allocation

A university in the South approved a new target asset allocation with increased allocations to global equity, private equity/venture capital and fixed-income and cash in the first quarter.

03.04.20
In The News
CPR Asset Management Launches “Social Impact” Fund Dedicated To Tackling Inequalities

CPR Asset Management, the thematic equities arm of the largest European asset manager Amundi, has launched a fund dedicated to tackling social inequalities, adding to CPR AM’s €10 billion thematic equities range.

03.03.20
In The News
Federal Reserve Cuts Interest Rates By Half Percentage Point

The Federal Reserve cut its benchmark rate by a half percentage point on Tuesday morning, delivering a booster shot to stem potential economic disruptions from the spreading coronavirus epidemic.

03.03.20
Searches And Hires Consultant/OCIO/Discretionary
New Jersey University Foundation Issues Investment Consultant RFP

A New Jersey university foundation has issued an RFP seeking an investment consultant to oversee its endowment.

03.03.20
In The News
Activist Investor Robbins Closing His Firm

Activist investor Clifton S. Robbins is closing his firm, the latest high-profile veteran to exit the hedge-fund business. His motivation appears to be different from his rivals, however.

02.28.20
Emerging/Diverse Managers
Investing In Diversity: HBCUs Discuss Aligning Mission With Endowments

Historically black colleges and universities (HBCU), representing more than $2 billion in endowment assets, have the opportunity to raise awareness and bring change to the underrepresentation of diverse-owned investment managers in the approximately $70 trillion asset management industry, allocators and industry experts said.

02.27.20
In The News
Swensen Reaffirms Climate Change As A Guiding Factor In Yale’s Investment Policy

David Swensen, Yale University’s chief investment officer, this week underscored the importance of environmental sustainability in the university’s investment choices.

02.20.20