Announcements

Asset Study/Review
Yale Updates Assault Weapons Divestment Policy To Include Manufacturers

The university’s board of trustees expanded the assault weapon divestment policy to cover assault weapons manufacturers that engage in retail activities to the general public.

04.24.24
Venture Capital
Venture Firm Closes Cybersecurity Fund

A New York venture fund has raised more than $1 billion for its fund focused on cybersecurity companies.

04.17.24
People Moves
Consultant Hires Nonprofit Senior V.P.

An investment consultant has hired a new senior v.p. and advisor to work with its endowment and foundation clients.

04.17.24
People Moves
London Consultant Names New Partners

A consulting firm based in the United Kingdom has promoted several staff members to partner.

04.17.24
People Moves
Southern Foundation Names Next CEO

The foundation has hired a new ceo to handle its day-to-day oversight and leadership and help guide its strategic direction after its ceo retired last year.

04.17.24
People Moves
Western Institute To Search For Investment Head As CIO To Step Down

The institute will conduct a search for a cio as its investment head is expected to step down from the role later this year to focus on their various board, teaching and philanthropic endeavors.

04.11.24
People Moves
Investment Manager Appoints Next President & CEO

The firm has promoted a portfolio manager to president and ceo as its chair and ceo is transitioning to executive chair.

04.11.24
Consultant/OCIO/Discretionary
Global Wealth Manager Absorbing Outsourced CIO

The global wealth management firm has agreed to absorb the staff and clients from an outsourced cio provider to bring its assets under management to approximately $100 billion.

04.11.24
Announcements
Northeast Investment Advisory Firm Opens New Office

The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.

04.11.24
People Moves
Southern Endowment Search Firm To Help Identify Next CEO

The endowment has selected a nearby executive search firm to help conduct a search for a new president and ceo as its previous head resigned in February.

04.10.24