Announcements

Real Assets
Asset Manager Launches Climate Sustainability Strategy

The firm has launched a new forest sustainability fund to promote climate change mitigation with a $500 million target.

12.07.22
People Moves
Outsourced CIO Names COO

The firm hired a coo to implement its management policies and oversee its operations, while also serving on its investment committee.

12.07.22
People Moves
Southern Foundation To Search For Next CEO

The foundation’s president and ceo will retire in the first quarter of 2023 and the organization is in the process of selecting an executive recruitment firm to help identify the ceo’s successor.

12.07.22
ESG
Mid-Atlantic University Building Clean Energy Investments Portfolio

The university is looking to add more investments that promote the global transition to less carbon-intensive energy sources as part of its net-zero carbon emissions endowment goals.

12.07.22
People Moves
Private Markets Mgr. Announces Executive Leadership Transition Plans

The firm has announced executive transition plans as its current president and ceo is set to retire next year after 25 years at the firm, including the last eight as its head.

12.06.22
People Moves
Global Asset Manager Names Chief Responsibility Officer

The firm has appointed a chief responsibility officer effective Jan. 9 to oversee its corporate responsibility and responsible investing efforts.

12.01.22
People Moves
West Coast Foundation Names CIO

The foundation promoted a managing director to the role of cio after its investment head left to join an East Coast health system.

12.01.22
Industry News
Investment Advisor Acquires Firm To Expand West Coast Presence

The firm has signed an agreement to purchase a registered investment advisor, which will increase the assets it oversees to approximately $17 billion and expand its West Coast presence.

12.01.22
Announcements
Wealth & Asset Management Firm Announces Southwest Florida Team

The firm has selected four senior executives to serve as its Southwest Florida Wealth Leadership team as it looks to expand its reach and maximize its resources in the region.

12.01.22
People Moves
Global Asset Manager Names Global Responsible Investment Head

The firm has named a new global head of responsible investment on the heels of new additions to its responsible investment team.

11.30.22