Daily Feed

People Moves
Outsourced CIO Names MD From Northeast University

The mid-Atlantic outsourced cio has hired a managing director for its client portfolio management team from a large Northeastern university.

08.04.22
People Moves
Midwest Asset Manager Names V.P. & Regional Director

The firm has hired a v.p. and regional director to partner with financial intermediaries, including broker-dealer advisors, registered investment advisors and private wealth managers in the Southeast region.

08.04.22
Surveys/Studies
Private Market ESG Strategies Help Drive OCIO Growth: Survey

Survey finds that outsourced cio support can be crucial in helping institutions achieve their ESG goals.

08.04.22
Announcements
Foundation For Integrating Impacts In Financial Analysis Holds Inaugural Board Meeting

The foundation strives to drive the global integration of impacts in financial analysis to promote effective resource allocation and achieve long-term financial stability.

08.04.22
Industry News
State Treasurer To Review Potential Investment After Ben & Jerry's Reverses Israel Boycott

The state treasurer will review Unilever before deciding to invest with the company again after divesting from the company last year due to a violation of state law.

08.04.22
Multi-Asset/Investment Advisor
Asset Manager Launches New Platform For Southwest 529 Plan

The firm launched a new asset management and distribution platform for the 529 plan after being hired as its asset manager in the first quarter.

08.04.22
Asset Study/Review
Southern Fund Revises Liquid Account A/A

The fund approved a new strategic asset allocation for its liquid account in June, increasing targets across its equity portfolio as well as core bonds through the elimination of a fixed-income allocation.

08.04.22
People Moves
Southern University Names Four New Trustees

The university added four new trustees, two of which work at investment managers.

08.04.22
People Moves
Southern University Seeking Senior Investment Analyst

The university is searching for a senior investment analyst to help oversee its approximately $839 million endowment.

08.04.22
MRI/Social Investments
Southern Foundation Expands & Evolves Impact Fund

The foundation is broadening the scope of its impact investment fund as it aims to grow the portfolio to $125 million in total assets.

08.04.22