A federal securities regulator has fined 11 firms with failing to preserve electronic communications.
The health insurance federation has hired the former cio of a college savings plan as executive director of investments to see its investment programs.
The foundation is conducting the search for standard due diligence purposes as it seeks a manager to oversee its portfolio, develop an asset allocation mix and update and implement its investment policy.
The firm has acquired a registered investment advisor that brings more than $180 million in assets under management and a focus on Washington state.
The fund added a private credit manager as part of the buildout of the asset class over the last 18 months as well as a private equity secondaries fund focused on distressed assets.
The institution has named an interim v.p. for finance and administration to oversee its investment program after its previous finance head left after over one year in the role.
The retirement plan has named a new ceo to oversee its investment pool following the retirement of its previous head.
The Denver-based wealth management firm has acquired another advisory firm based in San Diego and a wealth manager based in Texas.
The university has increased its targets to private equity and real assets at the expense of global equity and marketable alternatives to improve its portfolio’s return and risk profile.
The firm has acquired a Maine-based investment advisor, which works with individuals, family offices and institutional investors, as part of its continued expansion in the state.