Announcements

Announcements
Western Foundation Adds Investment Committee Members

A foundation based in the West has selected two new investment committee members to help guide its investing practices and recommend best practices.

02.11.21
Announcements
Lafayette Square Appoints Services MD

Lafayette Square has hired a managing director of services to help advance resident health, wealth and livelihood.

02.11.21
Announcements
Manager Recovery Efforts, Revised Business Approaches Follow COVID-19 Disruption: Report

Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.

02.04.21
Industry News
Firm Promotes Managing Director

Person heads the firm’s Hong Kong office and leads investment analysis and due diligence.

02.04.21
ESG
Northeastern University Updates Investment Policy On Fossil Fuel Investments

A university in the Northeast will not directly invest in publicly traded oil and gas companies “for the foreseeable future” as part of adjustments to its investment policy approved last month.

02.04.21
Industry News
Wealth Manager Hires Financial Advisor

Hire will advise endowments, foundations and local business owners.

02.04.21
Industry News
Firm Adds ESG Head

River and Mercantile has hired a group head of ESG to implement and oversee the group’s ESG philosophy and core principles across its various investment divisions.

02.04.21
Industry News
Firm Acquires Wealth Manager

Deal nets 15 employees, including seven financial advisors, for the firm.

02.04.21
People Moves
Midwest Foundation Names Next CIO

A foundation in the Midwest has named its next cio, set to begin on Feb. 1, as its previous cio is retiring.

01.29.21
Industry News
Outsourced CIO Promotes Five New MDs

The outsourced cio’s new directors are based in offices around the globe.

01.28.21