Daily Feed

Surveys/Studies
Investors Come Back To Bonds As Recession Fears Grow: Survey

Institutional investors indicated that rising rates and a recession will increase the importance of fixed-income within portfolios after years of low yields.

12.14.22
ESG
Midwest University Aims To Invest Working Capital In Strong ESG Companies; Updates Target A/A

The university is looking to invest $300 million of its short-term working capital in the debt securities of high-performing companies that meet a certain ESG rating threshold.

12.14.22
People Moves
Wealth Mgmt. Firm Adds Chief People Officer

The firm has hired a chief people officer to oversee its human resources department including its talent acquisition strategy and diversity, equity and inclusion initiatives.

12.14.22
Asset Study/Review
Mid-Atlantic 529 Plan Approves New IPS, Expands Underlying Investment Options

New policy expands investment options with new minority and women business enterprise and ESG options.

12.14.22
People Moves
Southern College Seeks CFO

The college is seeking a cfo to oversee its finances and investments after its previous finance head left to join an accounting firm.

12.14.22
People Moves
Wealth Mgr. Names Market President For Santa Barbara Region

The firm has appointed a market president for the Santa Barbara region, who will lead the team in client service and accelerate the growth of its wealth management platform.

12.14.22
Consultant/OCIO/Discretionary
Southern Fund Issues Investment Consultant RFP

The fund is searching for an investment consultant to assist with investment manager and custodian searches and provide performance reporting and weekly portfolio monitoring.

12.14.22
Large-Cap
West Coast Plan Hires Active Equity Strategy

The nonprofit hired a new active domestic large-cap equity manager last month after deciding to move away from passive equity management this summer.

12.14.22
Consultant/OCIO/Discretionary
Southwest City Launches Consultant Search

The city’s current consultant was hired in 2017 following a similar search.

12.13.22
People Moves
NEPC Principal Dies

Chris Hill is survived by his wife and three children.

12.13.22