Announcements

Multi-Asset/Investment Advisor
Western Firm Acquires Investment Advisor

The acquisition of the firm, which has $775 million in assets under management, closed on May 31.

06.12.24
Surveys/Studies
Investment Consultant Conducting Annual E&F Survey

The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.

06.12.24
People Moves
Mid-Atlantic University CFO Departs For Primary And Secondary School

The university’s cfo is leaving after less than three years of service join a primary and secondary school as its finance head.

06.12.24
People Moves
Northeastern University Elects Six Board Members

The university has elected six new members to its board of trustees, including four with investment experience, to help guide its educational mission and fiscal policies.

06.05.24
People Moves
Asset Manager Hires Chief Investment Strategist

The firm hired a chief investment strategist to provide macroeconomic and investing commentary, thought leadership and market analysis.

06.05.24
Non-U.S. & Global Equity
Southern Fund Enters Strategic Partnership W/ Global Equity Mgr.

The fund has entered a strategic partnership with a global quantitative equity manager, which will see them collaborate to develop cutting-edge investment products and foster innovation to better understand evolving investor needs.

06.05.24
MRI/Social Investments
Northeastern Foundation More Than Doubles Impact Investing Commitment

The foundation has expanded its commitment to impact invests that advance health equity in communities that have faced a historic lack of investment with a new allocation that more than doubles the foundation’s previous commitments.

06.05.24
Administrator/Record Keeper
College Savings Plan Manager Partners With Record Keeper For 529 Plans

The investment manager for four 529 plans has teamed up with another firm to provide record keeping and other services for the college savings programs.

06.05.24
Industry News
Outsourced CIO Founder Launches Investment Trend Think Tank

An outsourced cio has started an institute to facilitate investment-related data and research on topics like the global energy transition.

06.05.24
People Moves
Mid-Atlantic University Hires CFO From Midwestern University

The university has hired an executive v.p. for finance at a Midwestern university to be its new cfo and oversee its financial objectives, policies and strategy.

06.05.24