News

Extensive and timely coverage of the institutional industry.

Asset Study/Review
Calif. County Adopts New A/A

The plan adopted a new asset allocation policy following the finalization of its investment beliefs.

12.02.21
Fixed-Income
West Coast 529 Plan Swaps Fixed-Income Strategies

A 529 plan based in the West Coast approved replacing a strategy within its diversified fixed-income portfolio due to organizational issues at the firm at its November board meeting, according to a live webcast.

12.02.21
Industry News
Firm Promotes Director of Endowments & Foundations Practice for Wealth Markets

Person is responsible for leading the practice, working with wealth advisors and other market leaders.

12.02.21
Asset Study/Review
Southern Fund Approves Becoming Special Purpose Governmental Corporation; Terminates FoF Mgr.

A Southern fund approved adopting a certification of formation to create a special purpose governmental corporation at its November meeting.

12.02.21
ESG
Mid-Atlantic College Liquidating Fossil Fuel Holdings

A college based in the Mid-Atlantic region is shedding its private exposures to fossil fuel holdings within its endowment over the next 12 to 24 months.

12.02.21
ESG
Northeast College Eyes Investments Supporting Green Economy As Part Of New IPS

A college in the Northeast will consider investments that support the transition to a green economy as part of its adoption of a new investment policy at its October board meeting.

12.02.21
Industry News
New England Religious Institution Searching For CFO

A religious institution in New England is searching for a cfo to oversee all financial operations as well as its operating budget and endowment.

12.02.21
Industry News
Climate Finance Partnership Raises $673 Million

A global consortium of 22 investors including governments, philanthropies and institutional investors committed to the fundraise.

12.02.21
Private Equity
Southern Education System Approves Private Equity Commitments

An education system based in the South approved private equity commitments with a new and existing manager within its endowment at its October board meeting.

12.02.21
Surveys/Studies
Nonprofits Leading ESG Adoption Effort: Survey

Asset managers say nonprofit client demand for such strategies will continue to increase.

12.02.21