Multi-Asset/Investment Advisor
Pathstone has agreed to acquire Cornerstone Capital Group, the firms announced.
A state fund based in the Midwest rehired the program managers for its multi-billion portfolio last week.
An endowment in the South has hired a new founded investment management and wealth advisory firm.
A California county treasurer has chosen an investment advisor for the county’s $10.2 billion investment pool.
A Southwestern county is searching for a firm to manage and advise on $168 million in operating and capital funds.
A Mid-Atlantic power plan is searching for firms to advise on its OPEB trust, 401(k) and 457 plans, debt issuance and treasury investment portfolio.
A West Coast city is searching for a firm to help oversee its $319 million portfolio.
A foundation in the South expects to select a firm next month after receiving finalist presentations in its investment manager search last week.
A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.
The planned search is due to state regulation.
