News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Northeast Township Posts Pension, OPEB Consultant RFPs

A Northeastern township has issued investment consultant RFPs for its pension and OPEB plans.

09.24.20
Industry News
Midwest 529 Program Searching For Finance Officer

A 529 program based in the Midwest is looking to hire a finance officer.

09.24.20
Industry News
University Endowments Can Help Close Wealth Gap Using Racial Equity Investing Approaches

Institutions should divest from products and firms that profit from racial disparities, according to report.

09.24.20
Industry News
Ongoing: E&Fs Rebound In Q2 As YTD Numbers Climb Closer To Even

Most nonprofits seeing returns in the low to mid-teens and year-to-date numbers rebounding to low negative single digits.

09.24.20
Asset Study/Review
Southwestern University Revises Foundation Investment Policy Statement

A Southwestern university revised the target asset allocation for its foundation as part of changes to its investment policy statement this summer.

09.24.20
Industry News
Southern University Adds Investment Analyst

A university in the South added an investment analyst to its office of investments last month.

09.24.20
Industry News
Mid-Atlantic Foundation Adds Investment Operations Manager

A foundation in a Mid-Atlantic state has hired an investment operations manager.

09.24.20
People Moves
BNY Mellon Adds Inst’l Senior Client Strategist

BNY Mellon Wealth Management has appointed an institutional senior client strategist, the firm announced.

09.24.20
Credit/Private Debt
Western University Adds Private Debt Target As Part of New Pension Plan Allocation

A Western university approved a new target asset allocation for its pension plan, including a maiden allocation to private debt, as part of changes to its investment policy statement.

09.24.20
Industry News
U.S. Government Finalize Endowment Tax Rules

The U.S. government has finalized rules for the excise tax on certain private college and university endowments, adjusting some original proposed regulations.

09.24.20