People Moves
Advisors Asset Mgmt. Appoints Inst’l & Alts. Head

He will spearhead efforts to design and deliver products and solutions for alternatives.

06.23.22
People Moves
Cambridge Associates Names CFO

She will lead the accounting and finance teams.

06.23.22
In The News
Facebook, Netflix and PayPal Are Value Stocks Now

FTSE Russell is due to rebalance its stock benchmarks, adding and deleting companies from indexes tied to trillions of dollars of investments.

06.23.22
In The News
‘One-Man Veto’: Public Pension Fund Divestment Bill Killed In California Assembly

Supporters vow to come back next year with legislation to force CalPERS and CalSTRS to divest from fossil fuel companies.

06.23.22
MRI/Social Investments
West Coast Endowment Announces Social Bond Investments

The endowment made $30 million in initial investments from its $300 million social bond, which was issued in early 2021.

06.23.22
People Moves
Investment Consultant Names Head Of ESG, Sustainable Investment Leader For Pacific Region

The firm hired a partner and head of U.S. ESG investments and appointed a responsible investment principal as sustainable investment leader for the Pacific region.

06.23.22
Infrastructure
Global Investment Mgr. Launching Global Energy Transition Strategy

The firm is launching a perpetual infrastructure strategy that will seek to partner with infrastructure businesses to help drive the global energy transition.

06.23.22
Industry News
Wealth Mgmt. Firm Acquires Trust Company Serving HNW, Nonprofit Clients

The west coast firm has agreed to acquire a trust company providing private trustee and investment management services to high-net-worth individuals and families, local foundations and endowments.

06.23.22
People Moves
Foundation Hires WSIB Investment Officer

The new hire worked for more than two years as an investment officer on the private equity team at the Washington State Investment Board.

06.23.22
People Moves
Investment & Wealth Mgr. Adds Philanthropic Director

The firm hired a philanthropic director to help organizations with board governance and dynamics, grantmaking, fundraising and high-impact investing.

06.23.22