People Moves
Impact Platform Hires Sustainable Investments Head From Investment Mgr.

The platform, which focuses on philanthropy and investments impacting the oceans, food and agriculture and energy, has hired its inaugural head of investment stewardship from a large asset manager.

07.24.24
People Moves
Midwest Foundation Names Next CEO

The foundation has selected its next president and ceo to lead the organization in the fall after its head announced their impending departure last year.

07.24.24
Multi-Asset/Investment Advisor
Midwest 529 Renews Program Manager Contract

The college savings plan selected its incumbent program manager to lead the selection and monitoring of investment options following an RFP process due to the firm’s impending contract expiration.

07.19.24
ESG
Midwest University Considers Politically Neutral Endowment Policy

The university has begun the process of reviewing a resolution that would limit basing investment decisions on political and social events unrelated to the university in response to campus pressure to divest from companies involved with the Hamas-Israel armed conflict.

07.17.24
People Moves
Western Tribe Promotes Analyst To Director

The tribe promoted the analyst to director to help monitor exiting investments, conduct due diligence on new investment opportunities and participate in investment research and analysis.

07.16.24
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Selects New Investment Advisor

The organization has selected a new investment advisor to manage its non-restricted pool following an invitation-only search conducted earlier this year for standard due diligence purposes.

07.16.24
Consultant/OCIO/Discretionary
Southern University Launches Discretionary Investment Manager Search

The university has initiated a search for a firm to provide active discretionary management services for its portfolio for standard due diligence purposes.

07.16.24
5 Questions
5 Questions With University Hospitals V.P. & CIO Daniel Schmitz

Daniel Schmitz joined University Hospitals in the newly created role of v.p. and cio in April. He took the time to answer five questions with FIN News.

07.15.24
Asset Study/Review
Midwest University Adjusts Proxy Voting

The university has incorporated an investment policy prohibiting proxy votes based on ESG-like considerations and slightly adjusted a hedge fund portfolio after completing an asset allocation study.

07.11.24
Consultant/OCIO/Discretionary
Investment Advisory Firm Acquires Investment Consultant & OCIO

The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.

07.10.24