Announcements

MRI/Social Investments
Social Finance, Prominent Foundations Team Up On Journalism Impact Fund

Two large foundations have provided anchor investments in a new local journalism fund managed by a social impact registered investment advisory firm.

11.10.26
MRI/Social Investments
UNCF Expands Investment Education To HBCUs Through Partnership W/ Investment Advisor

The mid-Atlantic fund has partnered with an institutional investment advisor and outsourced cio to expand educational access to professional investment reporting and analytics to Historically Black college and university students.

11.10.26
People Moves
Global Asset Manager Adds Head Of Product Strategy

The firm has hired a global head of product strategy to help identify opportunities, understand changing needs and translate insights into clear product choices for its clients, which include pensions, foundations and endowments.

11.10.26
People Moves
Global Macro Firm Co-CIO To Lead Canada’s First National Sovereign Wealth Fund

The Canadian government selected Bridgewater Associates Co-CIO Karen Karniol-Tambour to lead the country’s first national sovereign wealth fund, the Canada Strong Fund, as ceo.

11.10.26
People Moves
Midwestern Foundation Names First CIO

The foundation names its first-ever cio to oversee its endowment after its previous investment head left earlier this year to pursue work aligning capital with climate solutions and equitable economies.

11.09.26
MRI/Social Investments
Chicago Nonprofits Partner On Impact Initiative

A group of nonprofits in the Chicago area have partnered up to commit a total of $114 million as part of an impact investment initiative promoting small businesses and affordable housing in underserved communities in the city.

11.04.26
Consultant/OCIO/Discretionary
Midwest Hospital Selects Outsourced CIO

The healthcare system selected an outsourced cio to oversee its endowment, operating and pension assets following an RFP process from June.

11.04.26
People Moves
Financial Services Firm Hires Next CEO

The firm hired its next ceo to oversee its strategic direction, business operations and organizational growth after its previous ceo retired after seven years of service.

11.04.26
Industry News
Investment Consultant Acquiring West Coast Wealth Manager

The acquisition adds approximately $1.1 billion in assets on behalf of individuals, high-net-worth individuals, trusts, estates, charitable organizations and businesses.

11.04.26
People Moves
Western Outsourced CIO Adds Senior MD

The senior managing director will advise foundations, endowments and nonprofit institutions on investment strategy, asset allocation, portfolio construction and risk management.

11.04.26