ESG

Asset Study/Review
Midwest University Adjusts Proxy Voting

The university has incorporated an investment policy prohibiting proxy votes based on ESG-like considerations and slightly adjusted a hedge fund portfolio after completing an asset allocation study.

07.11.24
Asset Study/Review
Midwestern Health System Schedules Investment Policy Review

The healthcare system has slated an investment policy review from its general investment consultant for the third quarter.

07.03.24
ESG
CalPERS Makes Climate Solutions Investments

The Climate Action Plan calls for $100 billion in climate solutions investments by 2030.

07.02.24
ESG
Western University Inches Towards Climate Solutions Target, Adds Clean Energy Investments

The university is closing on its goal of allocating 2.5% of its endowment to climate solution investments after creating the target in 2022 as part of broader goals to achieve a net-zero carbon emissions endowment.

06.12.24
ESG
New England University Adds Global Equity Managers To Slash Fossil Fuel Exposure

The university approved a recommendation from its general investment consultant to add global equity managers in alignment with its fossil fuel divestment policy.

05.30.24
Asset Study/Review
Northeastern School Considering Divesting From Companies Involved In Violence In Gaza & West Bank

The school will consider divesting its approximately $465 million endowment from companies and industries identified by its Advisory Committee on Investor Responsibility that are implicated in military and police violence in Gaza and the West Bank in the coming weeks.

05.22.24
Consultant/OCIO/Discretionary
Midwest Community Foundation Hires Outsourced CIO

The community foundation has hired a discretionary advisor to manage its portfolio following an RFP process.

05.16.24
ESG
New England University Weighs Global Equity Allocations To Reduce Fossil Fuel Exposure

The university will consider adding global equity strategies with two firms within its portfolio to eliminate fossil fuel exposures within the portfolio’s equity allocations.

05.16.24
ESG
Northeast Religious Institution Approves Divesting From Companies Profiting On War In Palestine

The institution approved divesting its endowment from companies profiting from the war in Palestine earlier this month and will look to explore investments that proactively support humanitarian and entrepreneurial companies doing positive work in the region.

05.16.24
Emerging/Diverse Managers
Midwest Foundation Adopts New DEI, Impact Strategy

The foundation is looking to allocate more of its endowment to diverse-owned managers and impact investments within Native American communities after approving a new strategy in the fourth quarter.

05.09.24