MRI/Social Investments
Southern Endowment Launches Impact Investment Search

The endowment is looking to deploy capital in new impact investments targeting change for the nation’s working forests and forest-reliant communities.

01.16.25
Industry News
Investment Consultant Absorbs Two RIAs

An investment consultant is adding approximately $2 billion in client assets through the acquisition of two registered investment advisors and wealth management firms.

01.08.25
People Moves
Consultant Names New CEO, Hires RIA-Focused Senior MD

The firm has named a new president and ceo after hiring a senior managing director within its RIA-focused business.

01.08.25
People Moves
Western Consultant To See Senior V.P. Retire As Another Departs

A senior v.p. responsible for leading the consultant’s Denver office will retire in the first quarter as a fellow senior v.p. at the branch left the organization.

01.08.25
People Moves
Midwestern Healthcare Network Seeks Private Capital Principal

A hospital network in a Midwestern state has started a search for a principal, private capital to join its investment office.

01.08.25
Consultant/OCIO/Discretionary
Western Trust Concludes Consultant Search

The trust fund recently selected a firm to serve as its general investment consultant and help oversee its portfolio following a launched last year.

01.08.25
People Moves
Southern College Seeks CFO

The new senior v.p. and cfo will oversee management of the college’s treasury, endowment, debt and retirement funds.

01.08.25
People Moves
Mid-Atlantic Community College Tabs New CFO

The new cfo to lead development and implementation of the college’s financial strategy, including operations and general oversight of its investment portfolio.

01.08.25
Fixed-Income
Midwest University Adds Intermediate Fixed-Income Strategy

The university has been looking to reduce its exposure to short-term fixed-income.

01.08.25
Asset Study/Review
Nonprofits Veered Toward Equity Increases As Part Of 2024 A/A Changes

Several nonprofit institutions changed their asset allocations or investment policies this year, boosting allocations to private equity and public equities.

01.02.25