Industry News

Surveys/Studies
Institutions Cautiously Optimistic Toward Future Performance:  Survey

Institutions are not as pessimistic about future economic performance as they were last year and their sentiments have shifted to cautious optimism, according to a recent survey.

03.09.23
People Moves
Southern Hospital System Searching For Investment Mgr.

The hospital system is seeking an investment manager to join its team and help source new firms, participate in investment decision-making, develop investment strategy and monitor portfolio performance.

03.09.23
People Moves
Mid-Atlantic Hospital Seeks Pvt. Market Investment Associate

The hospital is seeking an investment associate to manage its private real assets and private equity investments with a focus on venture capital.

03.09.23
People Moves
Investment Consultant Names Investments Head, Client Consulting Senior Director

The firm recently hired a head of investments and senior director of client consulting as part of the next phase of growth following a management buyout.

03.09.23
Industry News
N.J. Investment Advisory Firm Acquires New England Advisor

The investment advisory firm, which serves foundation and endowment clients, has agreed to acquire a New England-based advisor with $1.5 billion in assets.

03.09.23
Industry News
Female PM Representation Remain Stagnant, But Inst’l Inflows Significant: Study

While there has not been any increase in the representation of female portfolio managers at asset management firms, some female-led portfolios saw significant institutional inflows during 2022.

03.08.23
People Moves
Emerging MoM Loses Senior V.P.

The senior v.p. joined in 2020 to bring fixed-income expertise to the firm.

03.08.23
People Moves
Investment Firm Institutional Equities Head

The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.

03.08.23
People Moves
Wealth Manager Adds Team From Morgan Stanley

The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.

03.08.23
People Moves
West Coast Foundation Searching For Private Investment Director

The foundation is searching for a director of private investments as its associate director for private investments left in late 2022 to join the investment management company of a Southern university.

03.08.23