Daily Feed

Emerging/Diverse Managers
New England Health System Anchoring New Alts Fund Targeting Diverse Mgrs.

A health system in New England is anchoring a new fund that will seed alternative investment funds for diverse managers.

10.07.21
Industry News
Firm Forms Strategic Investment Advisory Group

Group includes cios, portfolio managers and strategists to share insights on emerging investment opportunities.

10.07.21
Industry News
Handing Investment Mgmt. To The Machines: Rosetta Analytics

Diverse-owned manager utilizes artificial intelligence to manage portfolios.

10.07.21
Consultant/OCIO/Discretionary
Mid-Atlantic Medical School Seeks Consultant For Employee Retirement Plans

A medical school in the Mid-Atlantic region has issued an RFP seeking a consultant for its 403(b), 457(b) and 401(a) employee retirement plan programs.

10.07.21
Industry News
Firm Appoints Distribution Head

Newly created role leads the London-based firm’s North American distribution efforts.

10.07.21
Industry News
Mid-Atlantic Advisor Seeks Staffers To Focus On Mgr. Selection

An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.

10.07.21
Industry News
Firm To Acquire Stonegate Capital Advisors

Company will merge with the acquired firm’s existing Scottsdale office.

10.07.21
Industry News
Firm Promotes COO, Senior Director

Team member will continue to oversee firm’s operations and advise on strategic initiatives and investments.

10.07.21
Asset Study/Review
Midwest University Considering Fossil Fuel Divestment

A university based in the Midwest is preparing a board of trustees vote to divest its approximately $2 billion endowment from fossil fuels.

10.07.21
Searches And Hires
Midwest University Issues Bond Advisor RFP

A university based in the Midwest has issued an RFP seeking bond advisory services.

10.07.21