People Moves
Segall Bryant & Hamill Promotes Assistant PM

He will help oversee small-cap core and small- to mid-cap equity strategies, the firm said.

02.19.21
In The News
Wilshire Phoenix Launches Innovative Gold ETF On NYSE Arca

Wilshire Phoenix, a leader of innovation in the financial services industry, announces the debut of the Wilshire wShares Enhanced Gold Trust (NYSE Arca: WGLD). WGLD tracks the Wilshire Gold Index, which seeks to outperform a stand-alone investment in gold and reduce its volatility without the use of any futures, leverage, or derivatives.

02.19.21
In The News
KKR Executive’s Push To Spread Employee Stock Ownership Begins To Gain Traction

Giving a stake to workers makes them more engaged and creates a stronger culture, according to Pete Stavros, the buyout firm’s co-head of private equity for the Americas.

02.19.21
People Moves
Alger Loses Portfolio Manager

Their responsibilities will be assumed by other team members, a spokeswoman said.

02.18.21
Multi-Asset/Investment Advisor
Mid-Atlantic Utility Issues Investment Advisor RFP

A Mid-Atlantic power plan is searching for firms to advise on its OPEB trust, 401(k) and 457 plans, debt issuance and treasury investment portfolio.

02.18.21
People Moves
Vista Equity Partners Adds Operating MD

He will help manage the firm’s flagship fund focused on enterprise software, data and technology.

02.18.21
Searches And Hires
West Coast City Seeks Investment Advisor

A West Coast city is searching for a firm to help oversee its $319 million portfolio.

02.18.21
People Moves
Federated Hermes Adds Consultant Relations V.P.

He will introduce institutional consultants to Hermes’ capabilities, a spokesman said.

02.18.21
People Moves
Reams Asset Management Adds PM

He will focus on global interest rates, FX and securitized assets, the firm said.

02.17.21
Industry News
Ariel Investments Launches Private Investment Initiative

The new firm will focus predominately on healthcare, industrial, media and marketing, outsourcing, manufacturing and packaging, technology, transportation and logistics and financial and professional services.

02.17.21