Announcements

Industry News
Toronto-based Firm To Acquire Wealth Manager

The transaction is expected to close in first quarter.

12.23.20
Industry News
Investment Manager Acquires ESG Advisory

Private equity firm makes deal to build ESG proficiency

12.23.20
People Moves
Western University System Names Next Treasurer And CIO

A university system based in the West named its next treasurer and cio to oversee its cash, debt and investments following a search from the fall.

12.22.20
MRI/Social Investments
Mid-Atlantic Foundation To Divest From Fossil Fuels

A foundation in the Mid-Atlantic region will divest its endowment from existing fossil fuel interests while refraining from future fossil fuel investments.

12.18.20
Consultant/OCIO/Discretionary
New England College To Bring Endowment Management In-house; Search For First CIO

A college in New England will establish its own inhouse investment office led by a cio to manage its endowment and shift away from an outsourced cio.

12.17.20
Surveys/Studies
COVID-19-Induced Market Sell-Off Impacts Healthcare Plans’ Returns: Survey

The COVID-19-induced sell-off wreaked havoc on healthcare organizations’ returns both in the short- and long-term following the first quarter drawdown, according to a recent survey.

12.17.20
Industry News
New Outsourced CIO Firm Launches

A new outsourced cio firm has launched in the growing discretionary and non-discretionary advisor space to serve foundation and endowment, institutional retirement plan and wealthy family clients.

12.17.20
Industry News
Firm Announces Real Estate, Leadership Changes

Real estate head will now also lead subsidiary.

12.17.20
Industry News
Private Firms Purchase Minority Stake

Two investment firms partner with asset manager.

12.17.20
Industry News
Firm Acquires Investment Advisory Group

The acquisition will expand the firm’s wealth management business.

12.10.20