Daily Feed
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.
A 529 plan in the West has hired a new program manager for its advisor-sold plan.
Person heads the firm’s Hong Kong office and leads investment analysis and due diligence.
The former cio of a university in the South launched an outsourced cio firm focused on endowments, foundations and other mission-oriented nonprofits on Jan. 1.
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.
The former cio of the State of Connecticut Retirement Plans & Trust Funds rejoined a Massachusetts health system as v.p. of finance last month.
A foundation based in the Midwest added a private debt allocation and reclassified two investments under the asset class last year.
A fund based in the South is reviewing its strategic asset allocation and will look to make changes this summer.
A Midwestern university foundation added a maiden allocation in the fourth quarter.