People Moves
Fiduciary Trust Adds V.P. & Investment Officer

Rick Tyson joined wealth advisory and investment management firm Fiduciary Trust as v.p. and investment officer on Sept. 16, Spokeswoman Emily Stoermer said, in an e-mail.  

10.03.19
People Moves
Rockland Trust Appoints V.P. & Commercial Financial Consultant

James C. Donnelly Jr. has joined Rockland Trust as v.p. and commercial financial consultant for its Investment Management Group, according to an announcement.

10.03.19
People Moves
Religious Organization Looking To Hire For Investment Post

A religious organization in St. Louis is looking to fill an investment-related position.

10.03.19
Consultant/OCIO/Discretionary
New England Plan Selects Two Investment Consultants

A plan in New England has hired two investment consultants for its 529 plan.

10.03.19
Domestic Equity
Western University System Hires Index Managers

A Western-based university system added two index fund managers earlier this year.

10.03.19
In The News
Stanford Releases Annual Financial Results For Investment Return, Endowment

For the 12 months ending June 30, 2019, Stanford Management Company generated a 6.5 percent investment return, net of all internal and external costs and fees, but gross of the newly levied tax on certain endowments.

10.02.19
In The News
University Endowment Market Value and Investment Performance for Fiscal 2019

I am pleased to report that as we closed fiscal year 2019. the Total Endowment achieved top-quartile performance relative to other endowments, returning 7.3 percent for the fiscal year ending June 30, 2019.

10.01.19
In The News
University Endowment Rises To Record $8.6 Billion After "Economic Headwinds"

The Board of Trustees learned at its first annual meeting that Duke’s endowment has hit another record high valuation.

10.01.19
In The News
Yale Reports 5.7 Percent Returns On Endowment, Breaks $30 Billion

Yale posted 5.7 percent returns on its endowment in the fiscal year 2018-19 –– a figure that falls slightly below last year’s above-average returns.

10.01.19
In The News
With 12.4% Return, Brown Endowment Grows To Record $4.2 Billion

With its investment portfolio benefiting from a strong performance distributed access asset classes, Brown University’s endowment significantly outperformed its benchmarks with a 12.4% return during Fiscal Year 2019.

09.27.19