He will serve as a technical resource to the firm’s existing and prospective clientele in interpreting portfolio positioning and portfolio risk exposures.
Investors’ 2020 search activity remained on par with previous years despite the COVID-19 pandemic and there continues to be increased activity for private investment strategies, according to a recent webinar from an investment consultant.
A college in the Midwest has begun incorporating ESG considerations into its investment policy and hired an investment manager with a strategy built around ESG factors.
Okabena Investment Services has appointed a new cio to lead its investment function and have overall responsibility for its taxable and tax-exempt investment programs.