Industry News

People Moves
Southern University Names New CIO

The university has named its interim cio and senior investment officer as its new cio after its previous investment head left at the beginning of the year to lead a nearby family office.

05.26.22
Industry News
Investment Institute Launches Foundation To Support Financial Advisor Diversity

The institute has launched a foundation to promote diversity in the financial advisor profession through scholarships.

05.26.22
Real Estate
Firm Launches Credit Solutions Fund

The strategy is firm’s first fund created specifically to serve the foundation and endowment investors.

05.26.22
ESG
Global Investment Manager Launches Fourth Sustainable Solutions Fund

The strategy will focus on investing in growth-stage businesses with proven technology and mission-driven management teams in the areas of planetary health, people health and financial inclusion.

05.26.22
People Moves
Investment Advisor Appoints Sr. Wealth Advisor In Florida

The firm hired a senior wealth advisor in its North Palm Beach, Fla. Office.

05.26.22
People Moves
Mid-Atlantic Foundation Seeks Marketable Investments Analyst

The foundation is searching for an investment analyst to manage its marketable investments portfolio after seeking an analyst focused on private capital and an analyst for its impact investment portfolio.

05.26.22
People Moves
Southern Fund Adds Portfolio Manager

New portfolio manager is focused on private equity and joined from a large Western public defined benefit plan.

05.26.22
ESG
Investment Advisor Agrees To SEC Fine For Misstatements About ESG Considerations In Mutual Funds

An investment advisor has agreed to a cease-and-desist order, censure and a $1.5 million penalty to settle charges with the Securities and Exchange Commission, which found the firm made misstatements and omissions about ESG considerations in its mutual funds.

05.26.22
Profiles
5 Questions With Robert Manilla, V.P. & CIO At The Kresge Foundation

Manilla is set to retire next month and will be succeeded by Deputy CIO John Barker.

05.26.22
People Moves
Hamilton Lane Adds To Client Relations Team

The new hire is responsible for cultivating new relationships in the Northeast.

05.25.22