Announcements

MRI/Social Investments
Prairie State College Savings Plan Adds ESG Portfolios

A college savings plan in a prairie state has added new ESG investment options.

11.06.19
Industry News
Mid-Atlantic 529 To Seek Director Of Investments

A Mid-Atlantic 529 plan will begin its search for a director of investments “shortly.”

11.06.19
People Moves
1919 Investment Counsel Adds MD, PM

Thomas Vandeventer has joined 1919 Investment Counsel as managing director and portfolio manager, effective immediately.

11.06.19
MRI/Social Investments
Southern University Looks Into Developing Proxy Voting Policy To Encourage Climate-Responsible Approaches

A Southern university will further develop its proxy voting policies to strengthen its corporate governance capabilities.

11.06.19
Consultant/OCIO/Discretionary Announcements
Financial Services Company Winding Down Outsourced CIO Business

A major financial services company will wind down its outsourced cio business in the next nine to 12 months.

11.05.19
People Moves
Evercore Wealth Mgmt. Adds MD, PM

Steven Chung joined Evercore Wealth Management as a managing director and portfolio manager last week.

10.30.19
Industry News
Ascensus To Acquire Goldleaf Partners

Ascensus has entered into an agreement to acquire third-party administrator Goldleaf Partners, the firm announced.

10.30.19
Alternatives Private Equity Announcements
Midwestern University Creates Investment Fund For University Startups

A Midwestern institution approved the creation of an investment fund to provide seed capital to emerging university startup companies.

10.24.19
Industry News Emerging/Diverse Managers Announcements
Congress Calls On NACUBO To Increase Diversity Among Asset Managers

Members of Congress are calling on the National Association of College and University Business Officers to help increase diversity among college and university endowment managers, according to an announcement.

10.17.19
People Moves
Former Children's Health System of Texas Investment Head Helps Launch PE Placement Firm

Former Children’s Health System of Texas Head of Investments Ryan Bailey launched Pacenote Capital earlier this month alongside Managing Partners Bill Braxton, Matthew Evans and Casey Peters.

10.03.19