Announcements

Announcements
Western Fund Wraps Up Investment Analyst Search

A Utah-based fund recently hired an investment analyst to assist in the oversight and management of its investments following a search from earlier this year.

07.25.19
Announcements
Oklahoma Foundation Approves Forming Investment Management Company

The Oklahoma State University Foundation has approved the formation of Multilateral Endowment Management Company (MEMCO), a nonprofit investment management company responsible for providing advisory services to the foundation, affiliated nonprofits and other philanthropic organizations, Foundation CIO Ryan Tidwell said, in an e-mail.

07.11.19
Announcements
CBIZ Acquires Gavion

CBIZ Inc. acquired “substantially all the assets” of investment consulting firm Gavion on July 1, CBIZ Director of Corporate Relations Lori Novickis confirmed.

07.11.19
Industry News ESG Announcements
Analysis Shows Major Differences In ESG Distribution Profiles And Investment Performance: KBIGI
ESG distribution between developed and emerging markets companies appears to be almost mirror
07.03.19
Industry News Domestic Equity Announcements
Berkshire Hathaway Chairman Donates Converted Shares To Five Foundations
Berkshire Hathaway Chairman Warren Buffett will donate roughly $3.6 billion of his company shares
07.03.19
Industry News Announcements
CAPTRUST Acquires Two RIAs
CAPTRUST Financial Advisors has acquired both McQueen, Ball & Associates and Cornerstone Capital
07.03.19
Industry News People Announcements
Parametric Names New Responsible Investing Head; Expands Global Research Team
Gwen Le Berre will join Parametric Portfolio Associates as head of responsible investing on July 8,
06.27.19
Industry News People Announcements
Seattle University Names Former Microsoft V.P. As CFO
Seattle University has hired Wilson Garone as its v.p. for finance and business affairs and cfo,
06.27.19
Industry News ESG Trends
Firms Must Overcome Barriers For Inst'l ESG Embrace
ESG-focused investment managers can pursue several different avenues to overcome barriers and win
06.27.19
Consultant/OCIO/Discretionary Announcements
New Mexico Education Trust Selects Managers
The New Mexico Education Trust Board selected Ascensus and Principal Global Investors for its $2.4
06.27.19