Announcements

Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Announcements
West Coast University Approves Liquidating Fossil Fuel Investments

A university on the West Coast’s investment committee approved measures to halt new investments in fossil fuels and divest from its existing fossil fuel investments over the next several years earlier this month

02.18.21
Announcements
Western Tribe Searching For Director Of Investments

An American Indian tribe in the West is searching for a director of investments to assist in the oversight and management of its endowment portfolio following the promotion of its cio last month.

02.17.21
People Moves
Mid-Atlantic University CFO Dies, Search To Ensue

The senior v.p., cfo and treasurer of a Mid-Atlantic-based university died earlier this month and the institution has named an interim cfo and interim treasurer.

02.17.21
People Moves
Midwest Foundation Hires Investment Director

A foundation based in the Midwest has hired a director of investments to help manage its investment portfolio.

02.17.21
Announcements
U.S. Bank Appoints Fixed-Income ESG Head

U.S. Bank has appointed a managing director and head of ESG for its fixed-income and capital markets business.

02.17.21
Industry News
Investment Manager Names COO

Appointee will also join the firm’s investment committee.

02.17.21
Industry News
Firm Adds Senior Wealth Advisor

Hire will advise endowments and foundations throughout the Greater Washington and Baltimore regions.

02.17.21
Announcements
New England University Prohibits Direct Coal, Tar Sands Company Investments

A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.

02.17.21
People Moves
Mid-Atlantic Institute CIO To Retire

The cio of a mid-Atlantic institute will retire from the organization.

02.12.21