MRI/Social Investments
Consulting Firms Form Strategic Partnership To Support Impact Investors

The firms have entered a strategic partnership to support health-focused impact investors that are directing investable assets to address social determinants of health, while targeting the alignment of financial, business and community impact performance.

04.24.24
People Moves
Real Estate Private Equity Firm Hires Head Of Capital Markets

The firm has hired a managing director and head of capital markets to expand its relationships with the global institutional investment community and grow its business development of private credit products and capital markets.

04.24.24
International / Global / Emerging Markets
Global Asset Manager Launches International Equity Fund

The actively managed strategy is part of a new series of mutual funds and accelerates the firm’s ongoing strategy to expand its in-house intermediary distribution network in the U.S.

04.24.24
Non-U.S. & Global Equity
Mid-Atlantic 529 Program Dropping China Investments From EME Portfolio

The program has adopted a proposal from its state treasurer to transition the emerging markets investment option in its select plan to a fund that excludes investments in China-based companies due to ongoing geopolitical tensions and significant investment risks.

04.24.24
Asset Study/Review
Yale Updates Assault Weapons Divestment Policy To Include Manufacturers

The university’s board of trustees expanded the assault weapon divestment policy to cover assault weapons manufacturers that engage in retail activities to the general public.

04.24.24
Multi-Asset/Investment Advisor
Western Funds Select Finalist In Financial Advisor Search

The funds have completed the evaluation process and selected a finalist in its search for firms provide financial advisory, investment consulting and risk transfer advisory services.

04.24.24
In The News
Q&A with Jane Dietze

A question and answer with Brown University CIO Jane Dietze on the institution’s endowment, divestment and ethical investing.

04.19.24
Consultant/OCIO/Discretionary
Mid-Atlantic University Foundation Moves To Outsourced CIO Model

The system approved private equity and real assets commitments with existing investment managers within its endowment at its board meeting last month.

04.17.24
Alternatives
Southern Education System Approves Private Equity, Real Assets Commitments

The system approved private equity and real assets commitments with existing investment managers within its endowment at its board meeting last month.

04.17.24
Administrator - Bundled
Southwest University System Wraps Up Search For Retirement Plan Record Keeping, Investment Services

The system selected two managers to wrap up its search for firms to provide lead record keeper, investment, administrative and participant services for its more than $5 billion in retirement assets.

04.17.24