Asset Study/Review
Western College Savings Plan Places Four Strategies On Watch

The college savings plan placed four strategies on watch for performance issues, while removing one from watch status at its July board meeting.

09.04.24
People Moves
New Investment Mgr. Adds Capital Formation, Investor Relations Head

The firm has hired a head of capital formation and investor relations to accelerate the execution of its strategy to deploy creative financing solutions to the lower middle market.

08.22.24
People Moves
Global Wealth Manager Hires Senior Relationship Mgr.

The firm has added a senior relationship manager within its New York office to leverage its offerings to address client needs.

08.22.24
ESG
Canadian University Considering Divestment Petition

The university has formed an ad hoc committee to review a petition to divest its endowment from companies financially benefiting from the Israel-Hamas war.

08.22.24
People Moves
Southern Institution Seeks Next Executive Director

The institution is searching for its next executive director and ceo as its current head will leave to join a Midwestern company this fall.

08.22.24
People Moves
Registered Investment Adviser Hires MD, Head Of Portfolio Strategy

The position will develop and manage customized portfolios for clients, conduct due diligence and portfolio reviews and publish market and asset allocation research.

08.22.24
People Moves
Northeast Venture Firm Adds Principal, Promotes Senior Associate To Principal

The firm has added a principal to help lead new deals out of its latest fund and support its portfolio companies.

08.22.24
People Moves
Western Community Foundation Adds Investment Operations V.P.

The community foundation has added a new v.p. of investment operations to work with its investment and accounting teams to administer its various investment programs.

08.14.24
Announcements
Asset Manager Adds Global Stewardship Head, Unveils New Proxy Voting Capability

The firm has strengthened its investment stewardship capabilities with the hiring of a global head of stewardship and the unveiling of its phased rollout of proxy voting choice.

08.14.24
Venture Capital
Venture Firm Closes Third Fund W/ Commitments From Nonprofits, OCIOS, Mgrs.

The seed-stage venture manager recently closed its third core fund with commitments from a limited partner base that includes nonprofits, outsourced cios and investment managers.

08.14.24