Consultant/OCIO/Discretionary
Western Health Care Plan Seeks Discretionary Investment Advisor

A health care plan based in the West is searching for a firm to provide discretionary investment advisory services for its operating and capital funds.

04.15.21
Industry News
BNY Mellon Adds Senior Client Strategist

Hire is based in the firm’s Miami office.

04.15.21
Industry News
Asset Strategy Consultants Adds Senior Client Advisor

Hire was formerly head of an outsourced cio provider’s Baltimore office.

04.15.21
MRI/Social Investments
Foundations Commit Financing For Investment Fund Supporting Minority-Led Businesses

A community development organization and small business accelerator closed a Series A financing led by two prominent foundations last month to support underfunded and underrepresented entrepreneurs.

04.15.21
MRI/Social Investments
Midwest University To Divest From Fossil Fuels

A university based in the Midwest announced it will divest its endowment from investments in fossil fuel companies over the next decade.

04.15.21
Multi-Asset/Investment Advisor
Midwest Plan Issues Program Manager RFP

A plan based in the Midwest has issued an RFP seeking a program manager for its new investment account.

04.15.21
Industry News
Endowments Provide Financial Stability Despite Disruptions Brought On By COVID-19: Study

Most institutions in a study showed healthy balance sheets.

04.14.21
Industry News
Midwest Foundation Hires New CFO & COO

A foundation based in the Midwest has hired a cfo and coo to oversee its finances, financial policy, plans and investments.

04.14.21
MRI/Social Investments
Ivy League University Adopts Net-Zero Greenhouse Gas Investment Strategy

An Ivy League institution has adopted a new investment strategy to reduce the net greenhouse gas emissions from its endowment investments to zero by 2050.

04.14.21
ESG
Great Plains Institution Considering ESG-Provision To Investment Policy

A university based in the Great Plains region is weighing an ESG provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings at its board meeting Friday.

04.08.21