News

Extensive and timely coverage of the institutional industry.

People Moves
Wealth Management & Investment Advisor Promotes President To CEO

The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.

03.04.26
People Moves
Western Endowment Seeks Firms To Help With Board Recruitment

The institution is searching for a firm to support its board of directors with the identification and selection of new board members that align with its mission and strategic goals.

03.04.26
ESG
New England Institution Inks Low Cabon Index Fund Investment; Revises A/A

The institution approved an investment with a low carbon, global equity index fund within its pension and revised the target asset allocation for its largest pool of assets.

03.04.26
Emerging/Diverse Managers
Western Foundation Builds Out Of Diverse Mgr., Impact Investment Portfolios

The foundation is looking to increase its allocations to diverse asset managers and environmental sustainability and social impact strategies, including regionally focused investments, within its endowment.

03.04.26
Consultant/OCIO/Discretionary
Southwest City DC Plans Issue Investment Consultant RFP

The city is seeking help with investment performance reviews and fund manager searches.

03.04.26
Multi-Asset/Investment Advisor
Southeast School Board Seeking Investment Manager

The school board is seeking investment management services for its Supplemental Early Retirement Plan.

03.04.26
People Moves
Asset Manager Adds Senior Director, Ops Associate

The firm has hired a senior director to work with nonprofits, institutions, individuals and families as well as a senior operations associate to support its operations and service.

03.04.26
International / Global / Emerging Markets
Pacific Northwest Pension Eyes New Global Equity Manager

The plan will look to add a new global equity manager at a board meeting next month.

03.04.26
People Moves
Northeast Health System Eyes Investment Analyst

The system is searching for an investment analyst to serve as a generalist member of its investment team and assist in manager sourcing and due diligence.

03.04.26
People Moves
Mercer Adds U.S. Clients Investment Solutions Head

Dana Hildebrandt recently joined the firm after working at Ninety One for nearly three years.

03.04.26