Industry News

People Moves
Wealth Mgmt. Firm Names Next Chief Fiduciary Officer

The wealth management firm has named its next chief fiduciary officer to oversee all fiduciary administration for trust and estate services as its previous fiduciary head is set to retire.

05.24.22
People Moves
Great Lakes Plan Hires First Investment Analyst

New investment analyst previously served on the retirement system’s board of trustees.

05.23.22
People Moves
Stephens Adds Equity Research MD

He will join the firm’s food and agribusiness practice.

05.23.22
People Moves
J.P. Morgan Names Global Data Science Head

She will lead the development of artificial intelligence and machine learning methods.

05.23.22
Fixed-Income
Northwest Fund Shakes Up FI Portfolio; Sticks With Consultant

Plan’s decision to move all of its fixed-income assets in-house will reduce its annual fees.

05.20.22
Industry News
Taconic Capital Closes Third Real Estate Fund

The fund has already committed or closed on $300 million in investments.

05.20.22
Surveys/Studies
Institutional Investors See Opportunities In EM Fixed-Income: Study

Investors look to emerging markets fixed-income for diversification and ESG prospects.

05.20.22
Industry News
AndCo To Acquire Morrison Inst’l Consulting Practice

The acquisition will close on Jan. 1.

05.19.22
Industry News
Stellus Closes Credit Fund, Launches BDC

The fund will identify and pursue private credit opportunities in the U.S. and Canada.

05.19.22
People Moves
BlackRock Names Equity Impact Co-PM

She joins BlackRock from Jennison Associates.

05.19.22