News

Extensive and timely coverage of the institutional industry.

ESG
Midwest University Adjusts IPS

A university based in the Midwest has removed a social responsibility clause from its investment policy statement.

06.18.25
Industry News
Audax To Sell CW Advisors

Registered investment advisor CW Advisors is being sold to wealth management firm Osaic.

06.18.25
Consultant/OCIO/Discretionary
West Coast Plan Hires OCIO

A foundation affiliated with a university on the West Coast has hired an outsourced cio provider, replacing its traditional investment consultant.

06.18.25
People Moves
Retirement Fund Hires Managing Director

A nonprofit retirement fund has hired a managing director from the investment team at a mid-Atlantic college.

06.18.25
Surveys/Studies
Keeping Things Simple: Institutions Should Reconsider Dual OCIO Model

A new paper highlights how a dual outsourced model introduces challenges in governance, operations and portfolio management that most institutions are not equipped to control.

06.18.25
Consultant/OCIO/Discretionary
Western State Housing Group Issues RFP

A housing and an economic development government entity is looking for a consultant to study and recommend prospective projects.

06.18.25
People Moves
Discretionary Advisor Hiring Staff

An outsourced cio provider is looking to add a director of investments and an associate director of client portfolio management.

06.18.25
People Moves
Manager Appoints Two Portfolio Managers

An asset manager offering ETF products has named two portfolio managers that will begin managing investments soon.

06.18.25
Multi-Asset/Investment Advisor
Great Plains Community College Retains Investment Manager

The college’s board of trustees selected the incumbent manager, capping a search launched earlier this year.

06.18.25
ESG
Canadian University Completes Fossil Fuel Divestment

The university has successfully completed its goal of divesting its endowment from fossil fuel companies by 2025.

06.18.25