News

Extensive and timely coverage of the institutional industry.

ESG
California Endowment Commits To Mission Aligning Its Investment Portfolio

The endowment has committed to aligning its $4 billion in assets under management with its mission and values and is developing a new impact framework to guide its investment decisions.

02.22.24
People Moves
Getty Trust Hires Next CIO From Nearby Foundation

The trust has hired its next cio to oversee and manage its approximately $8.6 billion endowment as its investment head is set to retire in June after more than 21 years of service.

02.22.24
MRI/Social Investments
Southern State University To Consider Impact Investment Policy

The university will consider approving an impact investment policy statement and investing 0% to 25% of its portfolio in impact investments as part of the policy this week.

02.22.24
People Moves
Mid-Atlantic School Searching For CFO

The charter school is searching for a cfo to oversee its finances and endowment.

02.22.24
People Moves
Global Asset Manager Makes PM Changes To Municipal Bond Funds

The firm has appointed new portfolio managers for three of its closed-end municipal bond funds.

02.22.24
Surveys/Studies
Healthcare Systems To Continue Increasing Alts Allocations, Finding Cash & Fixed-Income More Interesting: Study

While U.S. healthcare systems continue to look to increase their allocations to alternative investments, they are also reporting an increased interest in cash and fixed-income, a new study finds.

02.22.24
People Moves
Midwest Foundation Searching For Associate Director

The foundation is looking to add an associate director of investment experience to manage financial advisor and custodial relationships in accordance with its investment policy statement.

02.22.24
Industry News
Pathstone To Acquire High-Net-Worth Investment Advisor

The firm has agreed to acquire an investment advisor focused on ultra-high-net-worth families with offices in California, Colorado and Texas to strengthen its position within the high-net-worth advisory space.

02.22.24
Multi-Asset/Investment Advisor
Midwest College Issues Banking & Investment Management Services RFP

The college is seeking a firm to provide banking and investment management services for its nearly $50 million cash and investments portfolio.

02.22.24
People Moves
Northeast Community Foundation Hires New CFO

The new finance head will oversee finances, accounting, investments and operations at the end of the fourth quarter after its previous cfo left to join an energy company as assistant v.p. of finance.

02.22.24