News

Extensive and timely coverage of the institutional industry.

Industry News
Firm To Acquire Stonegate Capital Advisors

Company will merge with the acquired firm’s existing Scottsdale office.

10.07.21
Industry News
Firm Promotes COO, Senior Director

Team member will continue to oversee firm’s operations and advise on strategic initiatives and investments.

10.07.21
Asset Study/Review
Midwest University Considering Fossil Fuel Divestment

A university based in the Midwest is preparing a board of trustees vote to divest its approximately $2 billion endowment from fossil fuels.

10.07.21
Searches And Hires
Midwest University Issues Bond Advisor RFP

A university based in the Midwest has issued an RFP seeking bond advisory services.

10.07.21
Multi-Asset/Investment Advisor
Southern Plan Hires New Investment Advisor

A plan based in the South has hired a new investment advisor following an RFP process.

10.07.21
Industry News
Northeast Foundation Seeks Analyst

A foundation in the Northeast is searching for an investment analyst to assist in the management of its investment portfolio.

10.07.21
Industry News
Midwest Community Foundation Seeks Finance Head

A community foundation in the Midwest is searching for a v.p. for finance and operations to deliver financial and operating systems and services to safeguard assets.

10.07.21
Consultant/OCIO/Discretionary
Western Plan Changes Management Structure; Codifies Commitment To Diverse Mgrs. In IPS

A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.

10.07.21
Industry News
Firm Appoints Senior Advisor

Hire joined the firm from HSBC, where he has worked for 27 years.

10.07.21
Multi-Asset/Investment Advisor
West Coast Water District Seeks Investment Mgr.

A West Coast water district is searching for a firm to manage its investment portfolio.

10.06.21