News

A system based in the West is expected to receive a staff recommendation to transition the management of its endowment to a single outsourced cio provider this week.

Search consultants saw a slight increase in discretionary and non-discretionary advisory search activity in 2020 and more than half expect their searches to increase over the next year with nonprofits expected to be the top segment driving growth.

A nonprofit based in the South has hired an impact investment staff member.

A 529 plan in the Southwest has extended the deadline for proposals in its search for a program manager for its advisor-sold plan to late October.

Financial terms of the deal were not disclosed.

Hire will serve on the firm’s investment committee and help lead investing efforts on the West Coast.