Daily Feed

People Moves
BNY Mellon Adds Inst’l Senior Client Strategist

BNY Mellon Wealth Management has appointed an institutional senior client strategist, the firm announced.

09.24.20
Credit/Private Debt
Western University Adds Private Debt Target As Part of New Pension Plan Allocation

A Western university approved a new target asset allocation for its pension plan, including a maiden allocation to private debt, as part of changes to its investment policy statement.

09.24.20
Industry News
U.S. Government Finalize Endowment Tax Rules

The U.S. government has finalized rules for the excise tax on certain private college and university endowments, adjusting some original proposed regulations.

09.24.20
Equity
Southern System Eyes Tech-Focused Investments; Makes Manager Changes

A Southern university system is looking to add equity investments as they have helped further the growth of the stock market.

09.24.20
Industry News
Firm Names Top Investment Staff

A firm has promoted staff to top investment position.

09.24.20
Asset Study/Review
Southern University Considers Allocation Changes

A university based in the South is considering changes to its asset allocation.

09.24.20
Profiles
5 Questions With Jeffrey Baughn, senior v.p. of finance and technology at Lipscomb University

Jeffrey Baughn, who assumed the role of senior v.p. of finance and technology this summer, took the time to answer five questions from FIN News.

09.24.20
Infrastructure
Great Plains Fund To Consider Infrastructure Manager

A fund based in a Great Plains state will consider hiring a private infrastructure manager at its board meeting today.

09.24.20
Fixed-Income
Western University Taps Firm To Manage Bond Proceeds

A university based on the West Coast has hired an investment manager.

09.24.20
Industry News
Firm Names ESG And Corporate Sustainability Head

The new appointee has also retained their former senior v.p. position.

09.23.20