Industry News

Industry News
Balance Point Receives Minority Investment From Nassau Financial

Nassau will also make a series of capital commitments to certain future funds managed by Balance Point to support the continued growth of the firm’s core strategy as well as the development of new strategies.

11.04.21
Emerging/Diverse Managers
Commonfund Inaugural DEI Report Finds Progress, Work Remaining

A Northeastern asset management and advisory firm has increased its allocations to diverse managers to 3% of assets under management as of June 30 compared to 2.1% in 2016, according to its inaugural Diversity, Equity And Inclusion Report.

11.04.21
Industry News
Firm Agrees To Acquire Finomial

Finomial Founder and CEO Meredith Moss will join firm with 42 engineers, developers, cloud specialists and client service personnel.

11.04.21
Industry News
PIMCO Hires Diversity & Inclusion V.P.

She is based in New York and reports to Managing Director and Co-COO Robin Shanahan.

11.04.21
Industry News
Southern Institution Seeks Senior Analyst For Private Mkts.

An institution in the South is searching for a senior investment analyst to assist with analysis, research and due diligence with a primary focus on private investments.

11.04.21
Industry News
Firm Adds ESG Consulting To Advisory Practice

Practice will help investment managers by drafting responsible investment policy and workflow.

11.04.21
Whitepapers
Investors Expand Approach To Promote Diversity In Asset Mgmt. Space: Report

Foundations and endowments are broadening their approach to promoting diversity and inclusion beyond hiring diverse-owned asset managers, according to a new report.

11.04.21
Industry News
Southern Foundation CFO Departing, Interim Named

The cfo of a foundation in the South is stepping down from the role to pursue new career opportunities and an interim cfo has been named.

11.04.21
Industry News
Groups Launch Global Impact Fund

strategy consists of 35 to 50 predominantly small- and mid-cap stocks in global developed markets.

11.04.21
Industry News
Firm Acquires Mass.-based Investment Advisor

Firm will have 19 offices nationally with over 300 team members after the transaction closes.

11.04.21