Daily Feed

Surveys/Studies
OCIO Search Consultants See Activity Increase As Institutions Focus On Discretionary Services: Survey

Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.

09.30.21
Industry News
Private Fund Management Company Announces Launch

A private fund management company is being spun out from an investment advisor to offer fund management services to a broader geographic client base.

09.30.21
People Moves
New England Community Foundation Adds Mission Investment Mgr.

A community foundation in New England has hired an investment manager to help manage its mission investment portfolio.

09.30.21
People Moves
Southern Nonprofit Hires Impact Investment Staffer

A nonprofit based in the South has hired an impact investment staff member.

09.30.21
Administrator - Bundled
Southwest 529 Extends Program Manager RFP Deadline

A 529 plan in the Southwest has extended the deadline for proposals in its search for a program manager for its advisor-sold plan to late October.

09.30.21
Industry News
Midwest Treasurer Seeks Deputy Director

A state treasurer in the Midwest is looking to hire a deputy director to support the implementation and day-to-day management of one of its programs.

09.30.21
ESG
Canadian Institution Commits To Reduced Carbon Global Equity Fund

An institution in Canada recently committed to seed a reduced carbon global equity fund in alignment with the Paris Agreement.

09.30.21
Industry News
Firm Buys Stake In Caprock

Financial terms of the deal were not disclosed.

09.30.21
Industry News
Firm Hires Partner For Equity Team

Hire will serve on the firm’s investment committee and help lead investing efforts on the West Coast.

09.30.21
Industry News
Midwest Investment Consultant Hires Assistant V.P. For Outsourced CIO Services Team

An investment consultant in the Midwest has hired an assistant v.p. to support its outsourced cio services team in all aspects of client service and act as a secondary point of contact on a client relationships.

09.30.21