A university in the Southwest is seeking a firm to provide guidance on making investment decisions, assess investment performance and evaluate investment opportunities for its endowment and investment funds.
Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.
A new impact-driven minority-owned investment platform has launched with the help of a financial services company, a family office and a mission-aligned investment firm.