Announcements

MRI/Social Investments
Ivy League University Factors Climate Risks Into Portfolio

An Ivy League university has factored risks related to climate change into its portfolio.

02.06.20
People Moves
Allianz Global Investors Appoints Senior Portfolio Manager

Giulia Pellegrini has joined Allianz Global Investors as a senior portfolio manager on its emerging market debt team, the firm announced.

02.05.20
Industry News
Trillium Asset Management Being Sold To Foreign Financial Services Company

ESG investment firm Trillium Asset Management will be acquired by Australian financial services company Perpetual Limited.

02.05.20
Surveys/Studies
Long-Term U.S. Endowment Returns Rise Despite 2019 Dip: Study

The returns for U.S. endowments dipped in 2019 but rose for the 10-year period ending June 30 as the remnants of the financial crisis continued to fade into the past, according to the 2019 NACUBO-TIAA Study of Endowments.

01.30.20
Industry News
Southern Fund Deputy CIO Joins Real Estate Manager

The deputy cio of a Southern-based fund has joined a real estate manager.

01.29.20
Industry News
Investment Consulting Firms Merging

Two investment consulting firms will merge with a combined $180 billion in assets under advisement.

01.29.20
Industry News
Wealth Manager Names Business Development Executive V.P.

A global wealth manager has appointed an executive v.p.

01.29.20
MRI/Social Investments
New Investment Fund Targets Minority-Owned Businesses

A new investment fund will support minority-owned businesses in a Midwestern state.

01.29.20
Industry News
Investment Firm Promotes Three Staff

A private investment firm has announced the promotion of three staff members.

01.29.20
Industry News
Wealth Manager Snags Mgmt. Team From Financial Firm

A wealth management firm has brought on former employees from a financial firm and opened a new company.

01.22.20