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A Mid-Atlantic town is searching for a firm to serve as an investment manager and administrator for its deferred compensation plan.
A university based on the East Coast made a commitment to a new manager.
A company has added five managing directors to its ESG team.
One hire will be responsible for managing relationships with ultra-high-net-worth clients, family offices and regional endowments and foundations, while another will provide investment management services for local families and foundations.
A new report showed a lack of consistency makes it difficult to determine which data defines success, despite a slew of information available to investors to measure performance.
Small and mid-sized systems are expected to move further into launching impact investing funds, as the experience of larger systems continues to build a framework for best practices.
A university based on the West Coast is adjusting its investment strategy.
A foundation based in the Midwest has approved a new private equity commitment.
Firm will partner with diverse asset managers, federally chartered community development financial institutions and other mission-driven organizations.
Hires will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.