News

Extensive and timely coverage of the institutional industry.

People Moves
Investment Advisor Adds Institutional Consultant

The Midwestern investment advisor has hired an institutional consultant to enhance its services to institutions in Illinois, Missouri and Wisconsin.

06.09.22
ESG
SEC Proposes New Rules Enhancing ESG Disclosures

The regulatory body proposed amendments to rules and reporting forms for investors to categorize certain types of ESG strategies broadly and require funds and advisers to provide more specific disclosures based on the ESG strategies they pursue.

06.09.22
People Moves
Northern Trust Names Western Michigan President

The wealth management firm has appointed a senior managing director and president of Western Michigan to lead its team in delivering holistic advice and client service to foundations and endowments.

06.09.22
People Moves
Mid-Atlantic University Reviewing Admin. Structure As CFO Set To Leave

The university is developing a new administrative structure to bolster the organization as its executive v.p. and cfo is set to leave the institution at the end of the month.

06.09.22
Asset Study/Review
Southern 529 Plan Eliminates Equity Exposure As Part Of New IPS

College savings plan will exclusively invest in fixed-income and cash after eliminating its equity exposure late last month.

06.09.22
People Moves
Mid-Atlantic Foundation Adds Sr. Investment Officer

Senior investment officer addition in the first quarter follows a managing director of investments departure for a private equity and venture capital manager.

06.09.22
Credit/Private Debt
Southern Education System Approves Direct Lending Commitments

System’s endowment is underweight its target to the asset class.

06.09.22
People Moves
Southern Health System Seeks Portfolio Mgr., Associate

The system is searching for an investment portfolio manager and investment associate to help grow the investment portfolio across its pension, foundation, cash and long-term investment pools as part of the buildout of its internal team.

06.09.22
People Moves
Mid-Atlantic Asset Mgmt. Firm Adds Sustainability & ESG Head

The firm hired a principal and head of sustainability and ESG integration to provide strategic direction for ESG integration across its senior lending, junior capital and private equity solutions strategies.

06.09.22
Emerging/Diverse Managers
Southern University System Adds Fixed-Income Manager

The system added a new minority-owned fixed-income manager across two portfolios in late 2021.

06.09.22