Industry News
The deal will bring retirement plan consulting and wealth management services as well as new institutional-managed asset services capabilities to SageView Advisory Group.
The firm has hired a v.p. of institutional business development to lead sales and development as well as foster relationships with institutional investors, consultants and stakeholders.
The firm has signed a definitive agreement to sell a stake in its private credit business to another firm to create a stand-alone private credit asset management platform.
The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.
The firm has hired a head of Asian equities to lead its equity team across 10 markets and oversee investment process execution across Asia.
Institutional investors can combat the narrative surrounding mission-aligned investments through aligning financial assets alongside strategic purpose without sacrificing returns, according to a newly released report.
The firm has added the former ceo of an investment manager and the CAIA Association as a senior advisor to assist with investor relations, portfolio governance, educational initiatives and thought leadership.
Paul Kolevsohn has joined Stockbridge as managing director to lead investment research and strategy.
The firm is targeting a $2.5 billion close for its second energy and power infrastructure credit fund.
The foundation is searching for a cfo to help manage its finances and investment portfolio as its previous lead left to join a nearby foundation as managing director.