News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
New England Organization Issues Investment Consultant RFP

The organization is seeking an investment consultant to advise on matters related to its investments, including transaction structuring, underwriting and asset management.

05.04.23
Multi-Asset/Investment Advisor
Northeast Organization To Conduct Investment Advisor Search

The organization will seek firms interested in providing investment advisory services for its endowment as part of its commitment to good governance.

05.04.23
People Moves
Investment Firm Hires Strategic Partnerships MD

The Northeast-based firm has named a managing director of strategic partnerships to work on deepening its relationship with turnkey asset management platforms and broker-dealer/registered investment advisor platform distribution teams.

05.04.23
Surveys/Studies
Top University Endowments Failing To Identify Human Rights Impacts In Venture Investments: Report

Most endowments are increasing risk and turning a blind eye to human rights violations and abuses related to labor, privacy.

05.04.23
Industry News
JPMorgan Assumes Most Assets, Investment Mgmt. Biz From First Republic

The global banking conglomerate has acquired most assets of San Francisco-based First Republic Bank following its collapse.

05.04.23
People Moves
Private Markets Manager Announces Promotions

The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.

05.04.23
People Moves
Western Foundation Adds Investments Principal From Nearby Nonprofit

The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.

05.04.23
People Moves
Midwest Foundation Searching For CFO

The foundation is searching for a cfo to oversee its finances and help manage its investments as the finance head hired following a search from 2020 is no longer with the institution.

05.04.23
Alternatives
West Coast Endowment Adds Alternative Commitments

The endowment added growth equity, buyout and natural resources commitments in March.

05.04.23
ESG
Western University Latest To Approve Fossil Fuel Divestment

The university will begin divesting its endowment from fossil fuels immediately as it also explores options for clean energy investments.

05.04.23