Industry News

Surveys/Studies
Pandemic Market Impact Drives Portfolio Changes In 2021, Institutions Increase Alternative Allocations 

Most institutional investors did not make significant asset allocation changes in 2020 due to the COVID-19 pandemic, however 2021 is looking to shape up differently, according to a new study.

04.01.21
Industry News
SageView Acquires Retirement Practice From Arnerich Massena

The transaction closed on March 31.

04.01.21
Emerging/Diverse Managers
New England University Creates Emerging Manager Website To Help Firms Launch

A university in New England has created a website to help emerging managers launch and maintain their firms.

04.01.21
Industry News
Mid-Atlantic Foundation Searching For Investment Analyst

A foundation in the Mid-Atlantic region is searching for an investment analyst to help manage its investment portfolio across asset classes.

04.01.21
Industry News
Nonprofits Turning To Impact Investment To Align Portfolios, Achieve Financial Returns: Consultant

Report finds that growing impact investing landscape has been amplified by the COVID-19 pandemic.

04.01.21
Industry News
First Republic Hires Two Morgan Stanley Wealth Mgrs.

The hires will join the firm’s expanding wealth management presence in Los Angeles’ Century City.

04.01.21
Industry News
Wealth Manager Appoints Regional President

The appointee will oversee offices in New York, New Jersey and Connecticut.

04.01.21
Industry News
Manulife Adds Impact Investing MD

The newly created position is based in San Francisco.

04.01.21
People Moves
Northeast College Searching For V.P.

A college in the Northeast is searching for a v.p. for business and finance to handle all financial and administrative functions following the previous v.p.’s departure earlier this year.

03.31.21
Industry News
West Coast Foundation Seeks Investment Analyst

A foundation based on the West Coast is looking to hire investment staff.

03.31.21