Large-Cap
Virginia Plan Axes Large-Cap Growth Mgr.

Manager has been on watch since September due to underperformance.

03.24.22
Multi-Asset/Investment Advisor
Southern Authority Issues Advisor RFP

Authority is searching for a firm to provide non-discretionary management of its investment portfolio.

03.24.22
People Moves
Lafayette Square Taps Real Estate MD

She will oversee the firm’s real estate division and began on March 1.

03.24.22
People Moves
Alaska Plan Seeks Search Firm

An Alaska plan is seeking a firm to help it select a new executive director.

03.24.22
Announcements
Western University More Than Doubles Endowment

A university in the West has completed a fundraising campaign to nearly double its endowment.

03.24.22
People Moves
International Asset Manager Appoints Alternative Alpha Research Head

Netherlands-based firm added a head of alternative alpha research to lead the research and development of innovative alpha insights and next-generation investment strategies.

03.24.22
Surveys/Studies
Students Increasing Pressure On Endowments To Divest From Fossil Fuels: Report

Students and university trustees differ on understandings of what endowments represent, but integration of ESG strategies could reconcile them.

03.24.22
People Moves
Advisory Duo To Join Offit Advisors

The duo helps clients with retirement, insurance, tax and estate planning.

03.24.22
Uncategorized
Wealth Manager Opens New Florida Office

The expansion into the Naples, Fla. market follows the firm’s new appointments to its board of directors.

03.24.22
People Moves
Westmount Adds Financial Advisors

New hires will foster new client relationships across Orange County, California.

03.24.22