News

Extensive and timely coverage of the institutional industry.

People Moves
Investment Manager Snags Foundation Portfolio Mgr.

An investment manager has hired a portfolio manager from a major endowment to serve as v.p. of manager research.

03.24.22
Asset Study/Review
New England Institution Considering A/A Changes; Adds Global, Int’l Equity Mgrs.

The institution will consider increasing its target to private equity through the reduction of its allocation to hedge funds as it looks to increase its return.

03.24.22
Absolute Return
Great Lakes Institution Slates VC, Absolute Return Commitments

A university in the Great Lakes region will consider making venture capital and absolute return commitments with new managers within its long-term portfolio at its board meeting today.

03.24.22
People Moves
New England Plan Hires Investments Head

A foundation based in New England has hired a head of investments.

03.24.22
People Moves
International Asset Manager Appoints Alternative Alpha Research Head

Netherlands-based firm added a head of alternative alpha research to lead the research and development of innovative alpha insights and next-generation investment strategies.

03.24.22
Surveys/Studies
Students Increasing Pressure On Endowments To Divest From Fossil Fuels: Report

Students and university trustees differ on understandings of what endowments represent, but integration of ESG strategies could reconcile them.

03.24.22
People Moves
Advisory Duo To Join Offit Advisors

The duo helps clients with retirement, insurance, tax and estate planning.

03.24.22
Uncategorized
Wealth Manager Opens New Florida Office

The expansion into the Naples, Fla. market follows the firm’s new appointments to its board of directors.

03.24.22
People Moves
Westmount Adds Financial Advisors

New hires will foster new client relationships across Orange County, California.

03.24.22
Small-Cap
Midwest 529 Adds Multi-Asset, Small-Cap Equity Strategies

Plan added a multi-asset strategy because of its long-term track record and two small-cap equity strategies to replace existing funds due to outperformance prospects.

03.24.22