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A major bank has hired a new team from a wealth management firm.
A fund based in the Midwest approved recommendations from its general investment consultant to add new core bond and multi-sector fixed-income strategies at its board meeting this week.
Transparency in ESG investing from managers is expected to increase as assets under management in the sustainable investment space continue to well, according to recent research.
New firm will serve institutional investors and high-net-worth individuals.
A foundation based in California has hired a discretionary investment advisor to manage its endowment and general investment portfolios.
An investment advisory firm is merging with a wealth management company.
A fund based in the South approved the issuance of an RFP for fixed-income managers to handle a maiden allocation last week.
A college system in the South has issued an RFQ seeking a search firm to help it search for its next cfo.
A foundation based in the Midwest has hired an investment manager to conclude its RFP process.
A plan based in the South has expanded the scope of its international fixed-income manager search to include global fixed-income managers at its board meeting last week.