News

Extensive and timely coverage of the institutional industry.

People Moves
Midwest University Foundation Names New CFO

Foundation’s previous v.p. for finance and cfo transitioned to a new role as advisor to the cfo.

06.30.22
People Moves
Investment Manager Names CEO; Acquires Wealth Mgr.

New CEO joined manager from security screening company Evolv Technology, where he served as cfo.

06.30.22
People Moves
Consultant Firm MD Dies

He first joined the consultant in 1999 as a senior research associate focused on domestic small-cap equity before leaving in 2003. 

06.30.22
Industry News
RIA To Join Focus Financial Partners

The transaction is expected to close in the third quarter, subject to customary closing conditions. 

06.30.22
Industry News
Firm To Acquire Atlantic Union RIA Biz.

The purchased entity will operate under the buyer’s brand after the close, which is scheduled to occur by the end of June.

06.30.22
ESG
Congressman Pressures Endowments To Divest From China

Letter was sent to colleges and universities including Harvard University, Yale University and Duke University, arguing that diversification in investment must not come at the expense of abetting human rights violations.

06.30.22
Credit/Private Debt
New England Plan Names Private Debt Finalists

The plan will hear presentations on three private debt managers next month.

06.29.22
Passive Equity
Mass. Plan Hires First Russell 1000 Value Mgr.

Plan received only one response to an RFP issued last month.

06.29.22
Consultant/OCIO/Discretionary
Windy City DC Plan Posts Consultant RFP

Plan is seeking an investment consultant to review its investment lineup and help conduct a bundled provider RFP in the next two years.

06.29.22
People Moves
Janus Henderson Snags Danske Bank EMD Team

The four-member team joins on Sept. 1.

06.29.22