Industry News

Industry News
Franklin Templeton To Acquire O’Shaughnessy AM

The acquisition will enhance Franklin Templeton’s existing strengths in separately managed accounts and custom solutions capabilities.

09.30.21
Emerging/Diverse Managers
Foundations Increasing Investment, Disclosure Into Diverse Mgrs. Yet Work Remains: Study

Foundations continue to be the leaders of the institutional investment space when it comes to investing with diverse- and women-owned firms as 30 of the top 55 largest foundations collectively invest more than $11 billion with diverse-owned managers, yet work remains as 14 elected not to disclose any data including diversity statistics, according to a study.

09.30.21
Surveys/Studies
OCIO Search Consultants See Activity Increase As Institutions Focus On Discretionary Services: Survey

Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.

09.30.21
Industry News
Private Fund Management Company Announces Launch

A private fund management company is being spun out from an investment advisor to offer fund management services to a broader geographic client base.

09.30.21
People Moves
New England Community Foundation Adds Mission Investment Mgr.

A community foundation in New England has hired an investment manager to help manage its mission investment portfolio.

09.30.21
People Moves
Southern Nonprofit Hires Impact Investment Staffer

A nonprofit based in the South has hired an impact investment staff member.

09.30.21
Industry News
Midwest Treasurer Seeks Deputy Director

A state treasurer in the Midwest is looking to hire a deputy director to support the implementation and day-to-day management of one of its programs.

09.30.21
Industry News
Firm Buys Stake In Caprock

Financial terms of the deal were not disclosed.

09.30.21
Industry News
Firm Hires Partner For Equity Team

Hire will serve on the firm’s investment committee and help lead investing efforts on the West Coast.

09.30.21
Industry News
Midwest Investment Consultant Hires Assistant V.P. For Outsourced CIO Services Team

An investment consultant in the Midwest has hired an assistant v.p. to support its outsourced cio services team in all aspects of client service and act as a secondary point of contact on a client relationships.

09.30.21