Industry News
Mid-Atlantic Advisor Seeks Staffers To Focus On Mgr. Selection

An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.

10.07.21
Industry News
Northeast Foundation Seeks Analyst

A foundation in the Northeast is searching for an investment analyst to assist in the management of its investment portfolio.

10.07.21
Consultant/OCIO/Discretionary
Western Plan Changes Management Structure; Codifies Commitment To Diverse Mgrs. In IPS

A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.

10.07.21
Emerging/Diverse Managers
Foundations Increasing Investment, Disclosure Into Diverse Mgrs. Yet Work Remains: Study

Foundations continue to be the leaders of the institutional investment space when it comes to investing with diverse- and women-owned firms as 30 of the top 55 largest foundations collectively invest more than $11 billion with diverse-owned managers, yet work remains as 14 elected not to disclose any data including diversity statistics, according to a study.

09.30.21
Consultant/OCIO/Discretionary
Western System Slated To Transition Endowment Mgmt. To Sole Outsourced CIO

A system based in the West is expected to receive a staff recommendation to transition the management of its endowment to a single outsourced cio provider this week.

09.30.21
Surveys/Studies
OCIO Search Consultants See Activity Increase As Institutions Focus On Discretionary Services: Survey

Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.

09.30.21
Administrator - Bundled
Southwest 529 Extends Program Manager RFP Deadline

A 529 plan in the Southwest has extended the deadline for proposals in its search for a program manager for its advisor-sold plan to late October.

09.30.21
ESG
Canadian Institution Commits To Reduced Carbon Global Equity Fund

An institution in Canada recently committed to seed a reduced carbon global equity fund in alignment with the Paris Agreement.

09.30.21
ESG
New England University Divesting From Fossil Fuels

A university in New England approved a new investment policy last week that will end the investment of its endowment in fossil fuels.

09.30.21
Industry News
Northeast University CIO Joins Alternative Investments Board

A cio at a university in the Northeast has joined the board of trustees of an alternatives investments board.

09.30.21