Announcements

People Moves
Active Equity Manager Names New Shareholders

The manager has expanded its ownership with two new shareholders, who will share in in decision-making control at the firm.

03.27.24
People Moves
Northeast Foundation Names Investment Manager CEO To Board

The foundation has elected the chair and ceo of an employee-owned investment manager to a six-year term on its board of trustees.

03.27.24
People Moves
Southern Foundation Private Equity Managing Partner As Board Chair

The firm elected the managing partner of a private equity firm as the new chair of its board of trustees in early March.

03.13.24
People Moves
Private Investment Firm Adds Investor Relations Head

The firm hired a managing director and head of investor relations to lead its fundraising and investor relations activities as well as create and strengthen new and existing client relationships.

03.13.24
People Moves
Active Equity Manager CIO Retiring

The cio of the employee-owned active equity manager will depart next year as part of a planned retirement and responsibilities will be assigned across the firm during the transition period.

03.13.24
People Moves
Brown Advisory Hires Head Of Impact Investing

Hire is tasked with developing an impact investing and advisory platform for the Baltimore-based firm’s clients, which include nonprofit organizations, institutions, individuals, families and financial intermediaries.

03.12.24
People Moves
Investment Firm Names New Managing Director

The global investment firm has hired a managing director to oversee a newly combined investment and client solutions group.

03.06.24
Consultant/OCIO/Discretionary
Southern School Hires Outsourced CIO

The school has hired an outsourced cio to oversee and manage its portfolio as well as handle portfolio construction, asset allocation, manager due diligence and risk management following a search.

03.06.24
People Moves
Federal Regulator Appoints New Director For Division Of Investment Management

The federal regulatory body has appointed a new director for its division of investment management following a departure.

03.06.24
Surveys/Studies
Independent Schools’ Returns Rebound Year-Over-Year, Larger Endowments Perform Best Over Decade: Study

The study found that strong returns from fiscal year 2023 helped independent schools’ longer-term performance and softened the blow of negative returns from the year prior.

02.28.24