Multi-Asset/Investment Advisor
Midwest State Agency Searching For Advisor

The agency is searching for a financial and investment advisor for its student loan program.

11.15.23
People Moves
Great Plains Foundation Wraps Up Investment Director Search

The university-affiliated foundation hired a new director of investments from a West Coast family office following a search from this summer.

11.09.23
High-Yield
Southern College Savings Plan Adds High-Yield Strategies

The college savings plan has added two underlying high-yield fixed-income funds with existing managers within its portfolio.

11.08.23
ESG
Investment Consultant Enhances Due Diligence Questionnaire

The firm has revised its due diligence questions around sustainability and diversity, equity and inclusion.

11.08.23
MRI/Social Investments
KKR Closes Second Global Impact Fund

The global asset manager raised nearly $3 billion from institutional investors for its second private equity fund focused on impact investments.

11.08.23
People Moves
Midwest Foundation To Search For Next CEO

The foundation will initiate a search for its next president and ceo at the start of 2024 as its current head will depart after more than three decades at the organization.

11.08.23
Industry News
Investment Consultant Acquires Investment Advisor & Financial Planner

The firm has acquired a North Carolina-based investment advisor and financial planning firm with more than $1.3 billion in assets.

11.08.23
Emerging/Diverse Managers
Consultants Should Look Beyond Firm Ownership In DEI Efforts: NEPC

The consultant believes adding diverse-owned firms is not the only way nonprofits can achieve their DEI-related investment goals, and their consultants should assist them to evaluate several different approaches.

11.02.23
Industry News
Wealth Management Firm Acquires Atlanta Investment Advisory Group

The firm has acquired an investment advisory team based in Atlanta.

11.02.23
ESG
Investment Manager Releases Sustainable Investment Data

The European manager has released its proprietary sustainable investment scoring and data to the public.

11.02.23