News

Extensive and timely coverage of the institutional industry.

Administrator - Bundled
Southwest 529 Extends Program Manager RFP Deadline

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.

09.30.21
Industry News
Midwest Treasurer Seeks Deputy Director

A state treasurer in the Midwest is looking to hire a deputy director to support the implementation and day-to-day management of one of its programs.

09.30.21
ESG
Canadian Institution Commits To Reduced Carbon Global Equity Fund

An institution in Canada recently committed to seed a reduced carbon global equity fund in alignment with the Paris Agreement.

09.30.21
Industry News
Firm Buys Stake In Caprock

Financial terms of the deal were not disclosed.

09.30.21
Industry News
Firm Hires Partner For Equity Team

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

09.30.21
Industry News
Midwest Investment Consultant Hires Assistant V.P. For Outsourced CIO Services Team

An investment consultant in the Midwest has hired an assistant v.p. to support its outsourced cio services team in all aspects of client service and act as a secondary point of contact on a client relationships.

09.30.21
ESG
Midwest College Divesting From Oil And Gas Investments

A college based in Minnesota approved divesting its endowment of public investments in oil or gas companies and barring future allocations to companies or funds invested solely in oil or gas last month.

09.30.21
Industry News
Faith-Based Investment Advisor Adds Investment Advisor Representative

A Southern faith-based investment advisor has hired an investment advisor representative to help clients build financial plans and realize their goals.

09.30.21
Industry News
Investment Consultant CIO Departs For Nearby Consulting Firm

The cio of a Northeast-based investment consulting firm left this month to join another investment consulting firm.

09.30.21
ESG
New England University Divesting From Fossil Fuels

A university in New England approved a new investment policy last week that will end the investment of its endowment in fossil fuels.

09.30.21