Multi-Asset/Investment Advisor
Boston Nonprofit Hires Investment Advisor

The organization hired an investment advisor in the third quarter following a search from late 2021.

10.06.22
People Moves
Investment Consultant Names Two Institutional V.P.s

The v.p.s joined the firm’s client solutions team and will focus on nonprofits and pension plans, respectively.

10.05.22
Surveys/Studies
Western University’s Substantially Diverse Investment Partners Figure Down: Report

The institution has released its third annual Diversified Returns report and found that the number of substantially diverse firms surveyed declined, while the number of majority diverse firms remained static year-over-year.

10.04.22
Surveys/Studies
E&Fs Must Bolster Investment Staffs To Support Planned Alts Allocation Increases: Report

Endowments and foundations’ have seen substantial asset growth in recent years, “straining the system, including investment staff, IT, and various support functions,” but 71% of surveyed cios said they did not need to add more personnel.

09.29.22
Alternatives
Great Plains Fund Eyes Alts. Allocation Build-Out

The fund is looking to build out its alternatives allocations to align its portfolio with a new strategic asset allocation approved in June.

09.29.22
Fixed-Income
Western Fund Hires Fixed-Income Managers

The fund hired 14 fixed-income managers, including four new firms, to handle a portion of its portfolio after issuing an RFQ last year due to the contract expirations of the incumbent providers.

09.29.22
People Moves
New England Foundation Seeks Investment Staffer For Endowment

The foundation is seeking an investment professional to help conduct research on new and existing investment managers as well as support portfolio management, risk management and communications efforts.

09.29.22
People Moves
New England College Adds Investment Operations Director

The college hired an investment operations director earlier this month after they worked at a nearby university foundation in the same role for more than four years.

09.29.22
People Moves
Western Fund Adds Analyst, Promotes Senior Analyst

The fund added an investment analyst to help oversee its portfolio last month and promoted another investment analyst to senior investment analyst in June.

09.27.22
Consultant/OCIO/Discretionary
Hartford HealthCare Outsources Investments, Releases CIO & Investment Team

The health system outsourced the management of its pension and endowment assets this week, replacing an internal investment office led by CIO David Holmgren.

09.23.22