In The News
Boston College Has A Responsibility To Make Its Investment Portfolio More Transparent

Boston College’s profile of its $3.7 billion endowment is short, vague, and far from informative. The University has a moral responsibility to change this.

01.30.23
Consultant/OCIO/Discretionary
Western Trust Fund Consultant RFP Canceled; New Search Process Unclear

The fund canceled its RFP seeking a non-discretionary investment consultant to oversee its trust fund late in the fourth quarter as the consultant’s contract was slated to begin Dec. 1.

01.27.23
REIT
West Coast University Increases Existing REIT Investment

The university will invest an additional $500 million in the REIT on March 1 and the investment will have the same structure, terms and fees as the initial investment.

01.26.23
People Moves
Outsourced CIO Co-CIO Leaving For Family Office

The partner and co-cio of the outsourced cio firm is leaving at the end of the first quarter to join a New England-based family office.

01.26.23
Consultant/OCIO/Discretionary
Mid-Atlantic College Hires Firm For Operating Portfolio

The college has hired an investment consultant to wrap up its search for a firm for its short duration operating fund portfolio.

01.26.23
People Moves
Northeast Tribe Seeks Investment Mgmt. Board Member

The tribe has issued an RFQ seeking individuals to join its investment management board, which is tasked with the management and oversight of the tribe’s various investment funds.

01.25.23
People Moves
Mid-Atlantic College Hires New Senior V.P. Of Finance

The college hired a new senior v.p. of finance and administration from a nearby institution in the third quarter after its previous finance head left for chief financial and operations officer role at a New England private day school.

01.25.23
People Moves
Investment Consultant Hires Corporate Governance & Engagement Director

The firm hired a director of corporate governance and engagement late last month to engage companies on corporate governance and vote proxies on behalf of clients.

01.25.23
Venture Capital
Consultant Partners With Digital Asset Platform To Develop Digital Asset Indexes

The West Coast-based firm has entered a partnership with a digital asset platform to develop a range of single-coin, multi-coin and thematic indexes for institutional investors.

01.25.23
People Moves
Mid-Atlantic 529 Board Chair Resigns, New Chair To Be Elected Next Month

The college savings plan expects to elect a new board chair next month as its current chair resigned from the role last week.

01.25.23