Searches And Hires
Midwest Community College Issues Investment Advisory RFP

A community college based in the Midwest has issued an RFP seeking a firm to provide discretionary or non-discretionary investment advisory services.

07.08.21
Consultant/OCIO/Discretionary
New England University Moves To Outsourced CIO Model

A university in New England has moved to an outsourced cio model from its traditional investment consulting model for its endowment following a shortlist search from last year.

07.08.21
Industry News
New England Health System Seeks Executive Director To Implement Investment Strategy

A health system in New England is searching for an executive director of investments to oversee its investment strategy and its pension, operating, endowment and special investment programs.

07.08.21
Industry News
Western Foundations’ Family Office Seeks Investments Director

The family office of two Western foundations is searching for a director of investments to oversee its investments and collaborate on investment manager identification and due diligence.

07.08.21
Administrator/Record Keeper
Midwest State Plan Chooses New Program Manager

A Midwestern state fund has hired a new program manager after being notified that the incumbent provider, hired as the result of an RFI last year, is exiting the program management business.

07.08.21
Domestic Equity
New England University Adds Small-Cap Equity, Bank Loan Investments

A university based in New England has added two commitments to its portfolios.

07.08.21
Consultant/OCIO/Discretionary
Midwest Nonprofit Organization Divests From Fossil Fuels; Hires Investment Advisor

A nonprofit organization in the Midwest has divested its endowment from fossil fuels and selected an investment advisor to manage the portfolio effective July 1.

07.08.21
ESG
HSBC Finances Launch Of Women-Owned Asset Management Firm

HSBC Asset Management has acquired a minority stake in a U.S.-based ESG and diversity and inclusion focused consulting firm, which will become a female-owned asset management firm focused on ESG investment opportunities for institutional and wealth management clients, the firm announced.

07.08.21
Industry News
Cambridge Associates Goes Carbon Neutral

Cambridge Associates has officially received carbon neutral accreditation and certification, the firm announced.

07.08.21
People Moves
BNY Mellon Appoints Global Head Of Investor Solutions

BNY Mellon Wealth Management named Sinead Colton Grant as global head of BNY Mellon Investor Solutions effective July 1, the firm announced.

07.08.21