News

Extensive and timely coverage of the institutional industry.

Emerging/Diverse Managers
Consultants Should Look Beyond Firm Ownership In DEI Efforts: NEPC

The consultant believes adding diverse-owned firms is not the only way nonprofits can achieve their DEI-related investment goals, and their consultants should assist them to evaluate several different approaches.

11.02.23
People Moves
Northeast University Names New Board Chair, Vice Chairs

The university has elected two new vice chairs for its board of trustees and named its first woman board chair.

11.02.23
Industry News
Wealth Management Firm Acquires Atlanta Investment Advisory Group

The firm has acquired an investment advisory team based in Atlanta.

11.02.23
ESG
Investment Manager Releases Sustainable Investment Data

The European manager has released its proprietary sustainable investment scoring and data to the public.

11.02.23
Multi-Asset/Investment Advisor
Texans To Consider Creation Of Endowment Fund For Emerging Research Universities

Citizens in Texas will consider approving a constitutional amendment to rename the National Research University Fund as the Texas University Fund when they vote in state elections on Nov. 7.

11.02.23
People Moves
Lower Middle Market Firm Names Former Insurance Company CIO As Senior Advisor

The firm has added the former global cio of an insurance company as a senior advisor to assist its team with relationships, resources and industry knowledge.

11.02.23
People Moves
Southern University Hires Investment Operations Director From State University

The university has hired a new director of investment operations to manage its operations processes, including fund data management, reporting and reconciliation, following a search from this summer.

11.02.23
People Moves
Morgan Stanley Announces Next CEO

The firm will promote one of its co-presidents to ceo at the beginning of 2024 as its current ceo will become executive chair.

11.02.23
Hedge Funds
Great Plains Fund Adds Multi-Strategy HFs, Introduces Long/Short Active Mgmt. To Int’l Equity Portfolio

The fund approved recommendations to add new multi-strategy hedge fund managers as well as introduce long/short active management in the international equity portfolio last month.

11.02.23
Consultant/OCIO/Discretionary
West Coast Foundation Moves To Outsourced CIO Model

The trust recently hired an outsourced cio provider to handle its portfolio as it named a new investment head to oversee top level asset allocation, trade execution and investment strategy.

11.02.23