Announcements

Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
Industry News
Credit Firm Acquires Investment Advisor

Advisor’s management team will join a new platform at the private credit firm.

01.07.21
Industry News
Firm Acquires Investment Advisor

The firm’s acquisition is expected to close in the first quarter.

01.07.21
Industry News
Consulting Firm Managing Director Retires

The director had served in that role since 2015.

01.07.21
Industry News
Firm To Merge With FinTech IV

The merger transaction is valued at $975 million.

01.07.21
Industry News
University Trust Appoints Board Members

Two individuals have joined the board of directors at a Canadian university endowment

12.23.20
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