Announcements

Florida University Consolidates Savings Plan Record Keepers

A Florida university has consolidated its savings plan to two record keepers.

01.09.20

Industry News

Wealth Management Firm Acquires Investment Advisor

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

01.09.20

People Moves

Schwartz Investment Counsel Announces PM Changes

Schwartz Investment Counsel, the investment adviser for the Ave Maria Mutual Funds, has announced several portfolio manager changes and promotions, effective Jan 1.

01.09.20

Industry News

Firm Adds Three New Trustees

A firm has added three new members to its board of trustees.

12.24.19

Private Equity Announcements

Iowa College Starts Fund

A college based in Iowa is set to launch a new fund.

12.19.19

MRI/Social Investments

Canadian University To Reduce Investments’ Carbon Footprint

A Canadian university will reduce the overall carbon footprint of its investment pool.

12.12.19

Surveys/Studies

Institutional Investors Worried, But Prepared For 2020 Market Conditions: Natixis

Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.

12.12.19

Alternatives Private Equity Announcements

Two Nonprofits Commit To Diverse VC Manager

Two nonprofits have committed to a diverse venture capital fund-of-funds manager that recently closed on a $42.5 million fund.

12.12.19

Industry News

Minnesota Foundation Hires for Top Position

A foundation based in Minnesota has made a hire for a lead position.

12.11.19

MRI/Social Investments

Canadian University Board Supports Divesting Endowment From Fossil Fuels

A Canadian university’s board of governors agreed to express support for divesting its endowment from fossil fuels last week.