Searches And Hires
Texas Transportation Agency Seeks Investment Advisor

A Texas transportation agency is searching for an advisor to oversee its $106 million portfolio.

10.20.20
People Moves
HilltopSecurities Names West Coast, Midwest Region Heads

The new heads will oversee wealth management recruitment in their regions.

10.19.20
People Moves
CalSTRS Names Investment Services Director

The appointee replaces the plan’s outgoing Chief Operating Investment Officer.

10.19.20
Searches And Hires
Northwest City Seeks Investment Advisor

A city in the Northwest is seeking an investment advisor to manage its safekeeping account assets.

10.19.20
People Moves
Barrow Hanley Portfolio Manager To Retire

His succession planning was planned years in advance, a spokesman said.

10.19.20
In The News
The Costly Fallacy Of ‘Asset Class’ Investment

Too many fund managers and alternative holdings are bad for pension beneficiaries.

10.19.20
In The News
Is James Gorman Of Morgan Stanley The Next King Of Wall Street?

Jamie Dimon has long been considered the King of Wall Street for running the nation’s largest bank, JPMorgan Chase, for 15 years — profitably and for the most part scandal-free. But there’s competition afoot for the crown, and it’s coming from an unlikely source.

10.19.20
In The News
NM Investment Scandal Winds Down

Approval of settlement means state will never recover most of its losses.

10.19.20
In The News
ESG Funds Forecast To Outnumber Conventional Funds By 2025

New EU rules and growing investor focus on sustainability will fuel rapid growth, says PwC.

10.19.20
In The News
Milwaukee Pension Fund Sues Allianz Over $286 Million Loss

A pension fund for Milwaukee city employees sued Allianz Global Investors in Wisconsin federal court Friday, claiming the investment manager took a self-interested gamble early in the pandemic that cost the workers hundreds of millions of dollars of their pension savings.

10.19.20