News

Extensive and timely coverage of the institutional industry.

People Moves
New England Jewish Community Foundation Hires New CFO

The foundation hired a new cfo at the beginning of the year to succeed its previous finance head, who retired after 22 years of service.

02.23.23
ESG
Investment Manager Starts New ESG Screen

An investment management firm has launched a new ESG-related screen for its funds.

02.23.23
ESG
Mid-Atlantic University Inks Formal ESG Policy

The university recently adopted a formal ESG-related investment policy where the institution takes social and environmental considerations into account in the administration of its investments.

02.23.23
Industry News
Church Settles With SEC Over Financial Reporting

The church and its affiliated investment manager have paid settlements to close a matter regarding disclosure failures and misstated filings with the Securities and Exchange Commission.

02.23.23
Consultant/OCIO/Discretionary
Western 529 Plan Issues Investment Consultant RFP

The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.

02.23.23
People Moves
REIT Firm Names CIO, Promotes Several Staffers

The firm recently appointed a senior staff member to cio alongside several promotions and an investment-related hire.

02.23.23
Industry News
Ranger Investments Announces Promotions

The growth equity manager announced two promotions.

02.22.23
People Moves
Midwest CIO Retiring

The plan has begun a search for an executive recruiting firm to assist with hiring a new cio.

02.22.23
Asset Study/Review
Texas Plan Increases Core Bond Target

The plan increased its core bond target as part of asset allocation changes approved at last week’s meetings.

02.22.23
Large-Cap
Northeast Plan Selects Large-Cap Finalists

The plan will interview three firms in its search for large-cap growth and value managers in April.

02.22.23