Multi-Asset/Investment Advisor
Western ABLE Program Seeking Program Manager

The fund is seeking a firm to provide all program management services, including compliance, investment, administration and record keeping, after hiring a firm in 2018 at the onset of the program.

12.01.22
Surveys/Studies
Nonprofits Lead ESG Incorporation, Which Is Down Among Institutional Investors: Survey

Institutional investor incorporation of ESG into investment decision-making processes was down year-over-year, however, foundations and endowments integrated ESG at the highest rate, according to a recent survey.

12.01.22
Asset Study/Review
Southern Fund Approves Asset Transfer, First A/A

The fund approved transferring the assets of its three portfolios effective Jan. 1 alongside its first investment policy for the combined pool of assets at its November board meeting.

12.01.22
People
Global Asset Manager Names Chief Responsibility Officer

The firm has appointed a chief responsibility officer effective Jan. 9 to oversee its corporate responsibility and responsible investing efforts.

12.01.22
Asset Study/Review
Southern Health System Postpones Review Of New IPS, A/A

The health system was slated to review a new investment policy statement with a revised target asset allocation at its Nov. 30 meeting, however, the meeting was postponed due to a lack of quorum.

12.01.22
Passive Equity
Western Endowment Wraps Up Passive Equity Search

The public school fund selected its incumbent passive equity manager to handle approximately $343 million in October following a search from this summer due to the firm’s contract expiration.

12.01.22
Industry News
Investment Advisor Acquires Firm To Expand West Coast Presence

The firm has signed an agreement to purchase a registered investment advisor, which will increase the assets it oversees to approximately $17 billion and expand its West Coast presence.

12.01.22
Announcements
Wealth & Asset Management Firm Announces Southwest Florida Team

The firm has selected four senior executives to serve as its Southwest Florida Wealth Leadership team as it looks to expand its reach and maximize its resources in the region.

12.01.22
Multi-Asset/Investment Advisor
Davidson Investment Advisors Acquiring Caprin Asset Management

Davidson Investment Advisors is acquiring the mid-Atlantic based firm, which specializes in municipal and taxable fixed-income investments, in a deal that is expected to close in the first quarter of 2023.

11.23.22
People
New England School Searching For Investment Analyst

The school is seeking an analyst to focus on quantitative and qualitative analysis and evaluation of investment managers.

11.23.22