Emerging/Diverse Managers
Company Launches Initiative To Address Racial Wealth Gap

Firm will partner with diverse asset managers, federally chartered community development financial institutions and other mission-driven organizations.

04.29.21
Industry News
Firm Hires Team From Morgan Stanley

Hires will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

04.29.21
ESG
Great Plains Institution Added ESG-Provision To Investment Policy

A university based in the Great Plains region approved a new provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings.

04.29.21
Industry News
Southern University Makes Staff Change

A university based in the South has made a staff-related change.

04.29.21
Multi-Asset/Investment Advisor
Southern Nonprofit Issues Endowment Manager RFP

A nonprofit organization in the South has issued an RFP seeking a firm to manage its endowment.

04.29.21
Asset Study/Review
New York Institution To Review A/A Targets

An institution in New York will conduct an asset allocation review for its investment portfolio in May.

04.29.21
International / Global / Emerging Markets
New England University Adds Global Equity, VC Investments

A university in New England has hired a new global equity manager and committed to a venture capital firm this year.

04.29.21
Industry News
Mid-Atlantic University Seeks Investment Analyst

A university in the Mid-Atlantic region is searching for an investment analyst to help conduct due diligence on new and existing investment managers across public and private equity and credit.

04.29.21
Industry News
Mid-Atlantic Academy Seeks CFO

An institution in the Mid-Atlantic region is searching for a cfo to assist in the oversight of its endowment.

04.29.21
Industry News
Mid-Atlantic College Searching For V.P. For Finance

A college in the Mid-Atlantic is searching for a v.p. for administration and finance to help manage its endowment and oversee all financial operations and many business functions.

04.29.21