Daily Feed

Consultant/OCIO/Discretionary
New England Transit Plan Posts Investment Advisor RFP

The plan is seeking an independent investment advisor to advise on the management of its assets.

01.28.21
People Moves
Ares Names Diversity & Inclusion Officer

The new hire will lead Ares’ diversity, equity and inclusion activities internally, as well as serve as an advisor to support these initiatives at portfolio companies, the firm said.

01.28.21
Domestic Equity
Rocky Mountain Plan Terminates Smid-Cap Core Mgr.

A Rocky Mountain pension plan terminated its domestic small- to mid-cap core equity manager due to underperformance and personnel turnover.

01.28.21
People Moves
CIFC Adds MD To Investor Solutions Group

The new hire will strengthen the investor solutions group, create tailored solutions for clients and develop new institutional relationships.

01.28.21
Consultant/OCIO/Discretionary
Northwest Deferred Comp Plan Hires New Investment Consultant

The hire concludes an RFP that was launched in September.

01.28.21
Industry News
Hamilton Lane To Acquire 361 Capital

The acquisition aims to expand Hamilton Lane’s presence and capabilities in the U.S. private wealth channel.

01.28.21
Private Equity
Upshot Capital Advisors Appoints CIO

He will oversee the private equity real estate investment firm’s acquisitions team and lead all acquisition, disposition, and leasing decisions.

01.28.21
Daily Feed
Western Endowment Closes Social Bond Sale

An endowment in the West has completed its sale of social bonds and will use the proceeds to promote justice, inclusion, equity and community wellness for all residents of its state.

01.28.21
Industry News
Midwest University Searching For Analyst

A university in the Midwest is searching for an investment analyst to help oversee its financial reserves, including its endowment.

01.28.21
Industry News
Nonprofits Say Non-Traditional Portfolios Will Be Crucial Over Next Decade: Survey

Diversified and actively managed portfolios will be the best way for nonprofits to meet their spending needs in a continually challenging market environment over the next several years, according to a recent survey.

01.28.21