Industry News
Financial Software Company Launches Investment Ops. Platform For Nonprofits

The company has created a new investment-related platform.

07.07.22
Industry News
Trust Company Opens New Office

The company opened a new office in a southern state to help serve the investment and planning needs of clients.

07.07.22
MRI/Social Investments
Midwest University Creates Venture Fund As Part Of New Endowment

The university is creating a sizeable endowment to support scholarships for disadvantaged students that also includes a venture fund for student and alumni entrepreneurs.

07.07.22
People Moves
West Coast Foundation Hires Investment Ops Mgr.

The foundation hired an investment operations manager in May following a search from last year.

07.07.22
Consultant/OCIO/Discretionary
Midwest College Renews Consultant Contract

The college has renewed its contract with its incumbent investment consultant after first hiring the firm in 2017.

07.07.22
People Moves
Midwest University Foundation Names New CFO

Foundation’s previous v.p. for finance and cfo transitioned to a new role as advisor to the cfo.

06.30.22
ESG
Midwest University Approves New Fossil Fuel Investment Guidelines

The university will remove investments in energy companies with high carbon emissions and seek out and support investments in technologies that accelerate the transition to a carbon-free energy future.

06.29.22
Asset Study/Review
Midwest University Preps For A/A Study

The university is planning to conduct a strategic asset allocation study later this year after it terminated a global bond mandate and reallocated the funds to short-term bond and growth equity funds this month.

06.28.22
People Moves
Midwest Community Foundation Hires New Finance Head

The foundation hired a new finance head to oversee investment management, finances and accounting after its v.p. of finance left earlier this year for another opportunity.

06.28.22
Multi-Asset/Investment Advisor
West Coast Plan Rehires Retirement Plan Managers

The plan rehired its program manager and investment manager following a search from the first quarter due to the firms’ contract expirations.

06.28.22