Asset Study/Review
Southern Trust Fund Adds Three Firms To Watchlist

A Southern trust fund has added domestic equity, real estate and fixed-income managers to its watchlist in recent months.

06.25.20
Industry News
Firm Hires V.P. And Investment Officer

Hire works with firm’s wealth management clients.

06.25.20
ESG
Midwest Religious Order Integrating Climate Change Mitigation Into Investments

A Midwestern religious order is excluding energy-related holdings from its domestic equity investments and applying a “low carbon tilt” to its overall portfolio.

06.25.20
Searches And Hires
Northeast Foundation Closing Sale Of Social Bonds

A Northeastern foundation will close the sale of its taxable social bonds today, according to an announcement.

06.25.20
Consultant/OCIO/Discretionary
Southern University Foundation To Issue Invite-Only Advisor RFP Next Year

A Southern university foundation expects to issue an invitation-only RFP for a discretionary investment advisor next year.

06.25.20
Industry News
Midwest University Seeks Finance Associate

A Midwestern university is looking to hire an associate v.p. for finance.

06.25.20
Asset Study/Review
Midwest 529 Plan Adjusts Asset Allocation

A 529 plan in a Midwestern state adjusted its asset allocation targets last week.

06.25.20
Fixed-Income
Midwest University Renews Investment Manager Contracts

A Midwestern university has renewed contracts with two investment managers.

06.18.20
COVID-19 News
COVID-19 Hits Smallest Endowments Hardest: Survey

Smaller endowments fared worse than their larger counterparts due to their significant exposures to domestic equity, according to a new survey

06.18.20
MRI/Social Investments
Southern Foundation Fund Focuses On COVID-19 Relief, Minority Groups

A Southern foundation is focusing its social impact fund on COVID-19 recovery efforts and minority-led enterprises this year.

06.18.20