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
Daily Feed
Western Health System Seeks Investments Manager

A healthcare network across several Western states is searching for an investments manager to help oversee its multi-billion-dollar portfolio.

07.08.21
Fixed-Income
Midwest Foundation Rebalances Fixed-Income Portfolio

A foundation based in the Midwest rebalanced its fixed-income allocation in anticipation of volatility within the asset class at its board meeting last month, according to video.

07.08.21
Searches And Hires
Western 529 Reissues Program Manager RFP

A 529 plan based in the West has reissued its RFP seeking a program manager as its board elected to reject all proposals received in its previous search as they did not meet the searches requirements.

07.08.21