Industry News
Midwestern University Hires Director Of Investments

A university in the Midwest hired a director of investments to assist with investment policy and strategy, portfolio management and investment management last fall.

01.07.21
Industry News
Firm Acquires Investment Advisor

The firm’s acquisition is expected to close in the first quarter.

01.07.21
MRI/Social Investments
Great Plains University To Divest From Fossil Fuels

A university based in the Great Plains region has pledged to divest itself of all fossil fuel exposure within its investment portfolio over the next decade.

01.07.21
Multi-Asset/Investment Advisor
Mid-Atlantic State Agency Seeks Investment Advisor

A state agency of a Mid-Atlantic state will issue an RFP for a firm to provide investment advisory and management services as early as tomorrow as its incumbent does not offer the investment options the board seeks.

01.07.21
Emerging/Diverse Managers
Foundations Can Help Overcome Risk Misconception Toward Investing In Women- And Diverse-Owned Funds: Research

Foundations should be leaders on investing in diverse- and women-owned funds as they can do more to lift the veil on decision-making and create change to promote greater equity within their strategies, according to a recently published paper.

01.07.21
Industry News
Consulting Firm Managing Director Retires

The director had served in that role since 2015.

01.07.21
Industry News
Firm To Merge With FinTech IV

The merger transaction is valued at $975 million.

01.07.21
Asset Study/Review
Canadian University Foundation Approves New AA Following Maiden Outsourced CIO Hire

A university foundation in Canada approved a new target asset allocation in September after hiring its first outsourced cio in the second quarter.

01.07.21
Multi-Asset/Investment Advisor
Mid-Atlantic Foundation Issues Investment Mgmt. RFP

A plan based in the mid-Atlantic region has issued an RFP seeking a firm to provide investment management services for its investment portfolio.

01.07.21
Industry News
Midwest Institution Seeks CFO

An institution based in the Midwest is looking to hire a cfo to oversee its finances and investments.

01.07.21