A health plan based in the Midwest retained its actuarial and investment consultant services provider and its banking and investment services provider this summer.
Many endowments plan to increase their allocations to diverse-owned managers and make ESG and impact investing a priority next year, according to a new survey.
A university in the Northeast is searching for an investment analyst to assist with all qualitative and quantitative functions related to the management of its endowment.
A financial services provider has agreed to acquire a portfolio intelligence platform company to expand its capabilities for both its institutional investor and investment management markets.
An asset manager has appointed a chief sustainability officer to oversee firm-wide sustainability initiatives, including investment integration, advocacy and corporate transition to net-zero.
A trust fund based in the West approved transitioning its investment in a core real estate debt strategy into another similar strategy next year at its board meeting this week.
An outsourced cio has hired a director on its impact investment team to incorporate impact considerations into portfolio construction and integrate impact into how the firm communicates, supports and engages with clients.