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
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