Industry News
S&P Launches 130/30 Index
Standard & Poor”s has launched a 130/30 index designed to monitor the performance of the
11.19.07
Investment Management M&A For 2007 Sets Record
Sales of investment management companies through mid-November has surpassed all of 2006, according
11.15.07
CoBiz Acquires Wagner Investment Management
Wagner Investment Management has been acquired by CoBiz Financial. Denver-based Wagner, with
11.13.07
Kaplan Named Interim CEO of HMC
Robert Kaplan, a senior director of Goldman Sachs and professor at the business school, has been
11.12.07
Nonprofits Consider Mergers To Expand Funds, Reach
With an increase in the number of nonprofits around the country, charities are experimenting with
11.12.07
AMG Acquires Stake In ValueAct
Affiliated Managers Group has acquired an equity stake in alternative investment ValueAct Capital,
11.08.07
Some Nonprofits May Evaluate Relationships With Merrill
A number of nonprofits said they will discuss their relationships with Merrill Lynch, but have yet
11.08.07
Universities Below $1 Billion Find Ways Keep Up With Bigger Endowments
Bowdoin College, Hamilton College and Furman College are three endowments below $1 billion dollars
11.06.07
Real Estate Firm To Expand Greater Southern Calif. Efforts, Opens LA Office
Private real estate investment firm Rockwood Capital has opened a Los Angeles office to strengthen
11.06.07
SEC Increases Scrutiny Of Merrill; Clients Alerted
Merrill Lynch has informed its Florida pension consulting clients that the SEC believes the firm
11.01.07