Announcements

People Moves
Mid-Atlantic Firm Names Client Portfolio Strategist

A Mid-Atlantic-based firm named a chief portfolio strategist for its outsourced cio team.

01.10.20
Surveys/Studies
Nonprofit Investment Committees And Portfolios Adjusting With A Complex Investment Market: SEI

Nonprofits expect to focus on governance and best practices within their investment committees as means to better achieve their overall missions, according to a new SEI study.

01.09.20
Administrator/Record Keeper
Florida University Consolidates Savings Plan Record Keepers

A Florida university has consolidated its savings plan to two record keepers.

01.09.20
Industry News
Wealth Management Firm Acquires Investment Advisor

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

01.09.20
People Moves
Schwartz Investment Counsel Announces PM Changes

Schwartz Investment Counsel, the investment adviser for the Ave Maria Mutual Funds, has announced several portfolio manager changes and promotions, effective Jan 1.

01.09.20
Industry News
Firm Adds Three New Trustees

A firm has added three new members to its board of trustees.

12.24.19
Private Equity Announcements
Iowa College Starts Fund

A college based in Iowa is set to launch a new fund.

12.19.19
MRI/Social Investments
Canadian University To Reduce Investments’ Carbon Footprint

A Canadian university will reduce the overall carbon footprint of its investment pool.

12.12.19
Surveys/Studies
Institutional Investors Worried, But Prepared For 2020 Market Conditions: Natixis

Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.

12.12.19
Alternatives Private Equity Announcements
Two Nonprofits Commit To Diverse VC Manager

Two nonprofits have committed to a diverse venture capital fund-of-funds manager that recently closed on a $42.5 million fund.

12.12.19