Industry News

Investors Interest In Diverse Managers Not Reflected In Hires: Poll

Investors need more education or policy frameworks to implement this approach, according to the firm.

03.24.22

ESG

SEC Considering Proposal For Companies To Disclose Climate-Risks, Emissions

The Securities and Exchange Commission proposed rule changes that would require companies to include certain climate-related disclosures in their registration statements and periodic reports this week.

03.24.22

People Moves

Investment Manager Snags Foundation Portfolio Mgr.

An investment manager has hired a portfolio manager from a major endowment to serve as v.p. of manager research.

03.24.22

People Moves

New England Plan Hires Investments Head

A foundation based in New England has hired a head of investments.

03.24.22

People Moves

International Asset Manager Appoints Alternative Alpha Research Head

Netherlands-based firm added a head of alternative alpha research to lead the research and development of innovative alpha insights and next-generation investment strategies.

03.24.22

Surveys/Studies

Students Increasing Pressure On Endowments To Divest From Fossil Fuels: Report

Students and university trustees differ on understandings of what endowments represent, but integration of ESG strategies could reconcile them.

03.24.22

People Moves

Advisory Duo To Join Offit Advisors

The duo helps clients with retirement, insurance, tax and estate planning.

03.24.22

Uncategorized

Wealth Manager Opens New Florida Office

The expansion into the Naples, Fla. market follows the firm’s new appointments to its board of directors.