News

Extensive and timely coverage of the institutional industry.

Asset Study/Review
Southern 529 Plan Adds Money Market Fund

A college savings in a Southern state recently added a money market fund to replace a deposit account option.

07.22.21
Industry News
Mid-Atlantic Foundation Hires New CFO

A foundation based in the Mid-Atlantic region hired a new executive v.p. and cfo last month.

07.22.21
People Moves
NY College Hires Next Finance V.P. Away From Large New York Institution

The treasurer at a large New York institution is leaving the role to take over as the next v.p. of finance and operations of a New York college next month.

07.22.21
Emerging/Diverse Managers
Mid-Atlantic Institution Selects Minority-Owned Manager To Handle Portion Of Bond Proceeds

A university in the Mid-Atlantic region has selected a minority-owned firm to manage a significant portion of the proceeds of its bonds issued earlier this year.

07.22.21
Administrator - Bundled
Western ABLE Plan To Issue Program Consultant RFP

An ABLE plan based in the West is expected to issue an RFP for a program consultant later this month or in early August.

07.22.21
Alternatives
New England University Makes Venture Capital Commitments

A university in New England approved venture capital and venture capital fund-of-funds commitments within its endowment last month.

07.22.21
Industry News
Mid-Atlantic Foundation Seeks Finance Director

A foundation in the Mid-Atlantic region is searching for a director of finance as its current director is leaving to pursue other professional opportunities.

07.22.21
People Moves
CPR AM Appoints New CEO

The previous CEO was appointed CEO of Amundi in May.

07.21.21
Domestic Equity
Midwest Plan Bolsters U.S. Equity, Opportunistic Portfolios

A Midwestern plan approved an investment with an existing passive domestic equity manager and a distressed debt commitment this month.

07.21.21
Industry News
Empower To Acquire Prudential Retirement Business

The transaction closes in the first quarter of 2022.

07.21.21