Consultant/OCIO/Discretionary
Southern Foundation Rehires Investment Consultant

A university foundation based in the South rehired its incumbent investment consultant following an invitation-only process from last year.

04.08.22
Trends
More Managers Handing Investing Over To The Machines

Endowments and foundations benefit from managers wielding the evolving power of AI to streamline investing, enhance performance and analyze the growing scale and complexities of the global capital markets.

04.07.22
ESG
Mid-Atlantic University On Track To Divest Private Fossil Fuel Investments

University on track to divest its endowment of all private investments in fossil fuel companies over the next thirteen years, according to a new report.

04.07.22
Asset Study/Review
Midwest College Adjusts Investment Policy

Investment policy adjustments to include sustainability considerations and a higher corporate bond cap.

04.06.22
Multi-Asset/Investment Advisor
West Coast Plan Rehires Advisor

Incumbent was rehired following a search from earlier this year due to the firm’s impending contract expiration.

04.06.22
People Moves
New England University CIO Departs For Glenmede’s Endowment Business

The cio of a New England-based university left the institution to join Glenmede’s endowment and foundation management business as its next cio following the retirement of its current investment head.

03.30.22
MRI/Social Investments
Midwest University Adopts Socially Responsible Investment Policy

University is pursuing clean energy investments to mitigate the negative impacts of climate change as it has barred public investments in fossil fuel companies.

03.30.22
People Moves
Mid-Atlantic University Seeks Investment Director

Director of investments will help to establish and execute a comprehensive investment strategy and provide leadership in the continued development of the university’s investment office.

03.30.22
People Moves
Mid-Atlantic University Investments Director Departs; Search Ensues

Institution will launch a search for a successor to an investment director in the coming weeks.

03.29.22
People Moves
Southern Hospital Plan Names New Finance Head

New v.p. of finance will lead the oversight and compliance for the hospital network’s retirement plan, endowment funds and investment strategies.

03.29.22