Daily Feed

Multi-Asset/Investment Advisor
Midwest Health Plan Rehires Investment Providers

A health plan based in the Midwest retained its actuarial and investment consultant services provider and its banking and investment services provider this summer.

11.18.21
ESG
Midwest University Approves Fossil Fuel Divestment

A university based in the Midwest approved divesting its endowment from fossil fuel holdings during its board of trustees meeting this month.

11.18.21
Surveys/Studies
Endowments Eyeing Diverse-Owned Mgrs., ESG & Impact Investing: Survey

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.

11.18.21
Industry News
Northeast University Seeks Investment Analyst

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.

11.18.21
Industry News
Outsourced CIO Hires Diversifying Strategies Director

An outsourced cio has hired a director in its diversifying strategies group.

11.18.21
Industry News
Financial Services Provider To Acquire Portfolio Intelligence Company

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.

11.18.21
Industry News
Asset Manager Appoints Chief Sustainability Officer

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.

11.18.21
Real Estate
Western Fund Begins Core Real Estate Search

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.

11.18.21
Industry News
Outsourced CIO Adds Impact Investment Director

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.

11.18.21
Administrator/Record Keeper
Southern University Consolidating Retirement Plan Record Keepers

A university in the South is transitioning to a sole record keeper for its four retirement plans.

11.18.21