News

Extensive and timely coverage of the institutional industry.

People Moves
New England College Adds Investment Analyst

A college in New England added an investment analyst to assist in the management of its endowment in the third quarter.

11.23.21
Multi-Asset/Investment Advisor
Investment Advisor To Acquire Wealth Mgmt. Firm

An investment advisor has agreed to acquire a fiduciary wealth management firm with more than $2 billion in assets under management.

11.23.21
Industry News
Southern University Adds Board Members

A university based in a Southern state has added three new members to its board of trustees

11.23.21
Multi-Asset/Investment Advisor
Northeast Research Foundation Adds Target-Date Model Portfolios

A Northeastern research foundation has implemented a custom set of low-cost, target-date model portfolios.

11.23.21
ESG
Asset Management Firm Names Global ESG Head

A global alternative investment manager focused on real estate has appointed a managing director and global head of ESG.

11.23.21
Industry News
New England College Seeks Associate Director/Senior Analyst

A college in New England is searching for an associate director/senior investment analyst as part of the build out of its investment office.

11.23.21
Industry News
Midwest University Seeks Investment Analyst

A university based in the Midwest is looking to hire an investment analyst to work on all aspects of managing its endowment.

11.23.21
Multi-Asset/Investment Advisor
New England State Retains Firm In Trust Investment Services Search

A state based in New England has rehired the incumbent firm in its search for trust investment services.

11.23.21
Fixed-Income
Midwest University Selects Bond Advisor

A university based in the Midwest has selected a bond advisor following the issuance of an RFP last month.

11.23.21
Multi-Asset/Investment Advisor
Southwest Tribe Seeks Investment Mgmt., Trustee Services

A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.

11.23.21