Searches And Hires
Canadian Institute Issues Investment Mgmt. RFP

A Canadian institute has issued an RFP for a firm to provide investment management and advisory services for its investment portfolio.

09.30.20
People Moves
BNY Mellon Adds Inst’l Senior Client Strategist

BNY Mellon Wealth Management has appointed an institutional senior client strategist, the firm announced.

09.24.20
Profiles
5 Questions With Jeffrey Baughn, senior v.p. of finance and technology at Lipscomb University

Jeffrey Baughn, who assumed the role of senior v.p. of finance and technology this summer, took the time to answer five questions from FIN News.

09.24.20
People Moves
Midwest University MD To Join West Coast University As CIO

The managing director of a Midwestern university will leave the institution next month to join a West Coast university as its next cio.

09.23.20
Alternatives
Midwest University Slates Real Estate, Venture Capital Commitments

A Midwestern university will seek approval to make real estate and venture capital commitments at its board meeting today.

09.17.20
Announcements
Sustainability Risks Can Affect Portfolios In Various Ways And Crises Present Opportunities: Report

The world’s health and environment-related crises continue to highlight how sustainability risks can affect portfolios in a wide-ranging manner, according to new research.

09.17.20
Searches And Hires
Southern Trust Fund Issues Direct Lending RFP

A trust fund in the South has issued its RFP for a domestic direct lending manager to handle a private debt mandate between $50 million and $70 million.

09.17.20
Emerging/Diverse Managers
Universities Continue To Disclose Endowment Diversity Data

Universities continue to pull back the curtain on the diversity of their endowments with responses to an inquiry from two congressmen in the third quarter. 

09.10.20
Emerging/Diverse Managers
Southern Fund To Issue Emerging Manager Program RFP

A fund based in the South approved the issuance of an RFP seeking investment management services for its new emerging manager program this week.

09.02.20
Administrator/Record Keeper
Southern University Selects Retirement Plan Record Keepers

A university in the South has selected a retirement plan record keeper in its search for a firm to oversee its more than $1 billion in combined retirement plan assets.

09.01.20