Announcements

Industry News
Midwest University CIO Retiring, Search To Ensue

A private university based in the Midwest will search for a new investment head as its cio is set to retire in the third quarter.

05.12.21
Fixed-Income
Nuveen Launches Impact Investing-Focused Closed-End Fund

Nuveen has successfully completed the initial public offering of its core plus impact fund, the firm announced.  

05.06.21
Industry News
Company Adds Managing Directors

A company has added five managing directors to its ESG team.

04.29.21
Industry News
Firm Hires MD, V.P. From J.P. Morgan

One hire will be responsible for managing relationships with ultra-high-net-worth clients, family offices and regional endowments and foundations, while another will provide investment management services for local families and foundations.

04.29.21
Emerging/Diverse Managers
Company Launches Initiative To Address Racial Wealth Gap

Firm will partner with diverse asset managers, federally chartered community development financial institutions and other mission-driven organizations.

04.29.21
Industry News
Firm Hires Team From Morgan Stanley

Hires will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

04.29.21
Industry News
BNY Mellon Adds Senior Client Strategist

Hire is based in the firm’s Miami office.

04.15.21
Industry News
Asset Strategy Consultants Adds Senior Client Advisor

Hire was formerly head of an outsourced cio provider’s Baltimore office.

04.15.21
Announcements
Bard College Nets $500 Million Endowment Pledge From Billionaire Investor And Philanthropist

Bard College has announced a $500 million pledge to its approximately $209 million endowment from a prominent investor and philanthropist.

04.08.21
People Moves
Western Board Appoints New Chair

The board of a Western endowment appointed a new chairman in February after its previous chair passed away due to complications arising from COVID-19.

04.08.21