Announcements

People Moves
Outsourced CIO Adds Investment Analyst

The firm has hired an investment analyst to support its investment team with analytical research to inform asset allocation and portfolio construction decisions.

10.02.24
People Moves
New England College Adds Board Members

The college added three new members, including two investment professionals, to its board of trustees to serve four-year terms beginning this summer.

09.25.24
People Moves
Outsourced CIO Grows Impact Team

The outsourced cio has hired a managing director and senior associate to serve on its impact investment team and support the firm in providing clients with impact investment solutions.

09.25.24
Real Estate
Real Estate Mgr. Forms Globally Focused Investment Mgmt. Leadership Team

The firm has updated its investing leadership structure, forming a globally-focused investment management leadership team, in preparation for its next phase of growth.

09.25.24
Credit/Private Debt
Two Investment Managers Forming Private Credit Joint Venture

The joint venture will provide flexible private credit solutions that support the needs of lower and middle market businesses.

09.25.24
People Moves
Verus President Departing For Financial Services Firm

The investment consulting firm’s president is leaving the firm at the end of the month for a global leadership role at a financial services firm.

09.18.24
People Moves
Sustainable Real Assets Mgr. Hires Head Of Impact

The firm has hired for the newly created role of head of impact to lead comprehensive impact efforts at the firm level and across its portfolio.

09.18.24
Surveys/Studies
Large Endowments Represent Best Opportunity For Managers: Report

Traditional asset managers looking to capture the growth of the endowment institutional channel will need to be highly targeted in their approach for winning mandates as new research finds large endowments with more than $1 billion in assets under management represent the best opportunity.

09.18.24
People Moves
Specialized Manager Hires Capital Markets Head

The firm has hired a senior managing director and head of capital markets to serve on its executive committee and help guide the next phase of strategic growth.

09.18.24
People Moves
Investment Firm Adds MD To Multi-Family Office Team

The firm expanded its Philadelphia multi-family office team with the appointment of a managing director to deepen relationships with private business owners, wealthy families, local endowments, foundations and nonprofit institutions in the region.

09.18.24