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
Consultant/OCIO/Discretionary
West Coast Foundation Moves To Outsourced CIO Model

The trust recently hired an outsourced cio provider to handle its portfolio as it named a new investment head to oversee top level asset allocation, trade execution and investment strategy.

11.02.23
Alternatives
Midwest College Looks To Refine Alternative Asset Classes

The college is fine-tuning its hedge fund and private equity portfolios in the near term as it makes progress on its long-term goal to divest from fossil fuel investments.

11.01.23
Alternatives
Church Pension Adds Alternative Commitments

The pension added a new investment and co-investment in real estate and two additional commitments to existing secondaries and venture capital managers in October.

11.01.23
People Moves
West Coast Nonprofit Names New Investment & Finance Lead

The trust has promoted its interim director of investments as v.p. of investments and finance to oversee and manage its investment portfolio on a permanent basis.

11.01.23
Trends
Artificial Intelligence Advancement Presents Opportunities For Emerging Managers: Xponance

Artificial intelligence could be a boon for emerging or diverse-owned investment managers, though the trend carries some risks, according to the firm.

10.26.23
Hedge Funds
Southern University Adds Hedge Funds

The university added two hedge fund strategies with existing managers within its endowment in the third quarter.

10.25.23