Industry News

People Moves
BNY Mellon Adds Client Strategist

BNY Mellon Wealth Management has appointed a senior client strategist to initiate relationships and deliver needs-based solutions based on client investment objectives across investment management, wealth planning and family office management

02.11.21
Surveys/Studies
ESG Disclosure Access Essential For Institutions To Manage Impact: Report

Regulators must standardize and make public company reporting on ESG disclosure accessible in order for institutional investors to properly manage and account for impact in their investment portfolios, according to a recent report.

02.11.21
Daily Feed
Northeast University Seeks Investment Analyst

A university in the Northeast is searching for an investment analyst to support the oversight and management of its long-term investment pool.

02.11.21
Announcements
West Coast University Names Venture Fund Founder As Board Chair

A university on the West Coast has named the founding partner of a venture fund as its next board of trustees chairman.

02.11.21
Announcements
Western Foundation Adds Investment Committee Members

A foundation based in the West has selected two new investment committee members to help guide its investing practices and recommend best practices.

02.11.21
Announcements
Lafayette Square Appoints Services MD

Lafayette Square has hired a managing director of services to help advance resident health, wealth and livelihood.

02.11.21
Daily Feed
Midwest College Seeks Finance Director

A college based in the Midwest is looking to hire a finance-related position.

02.11.21
Trends
Bitcoin: Does Hype Outweigh Potential Risk For Institutional Investors?

With Bitcoin (BTC) making waves and headlines worldwide in a bull run over the last several months, the institutional investment space is divided on the advantages and disadvantages that the “magic internet money” can bring to portfolios.

02.09.21
People Moves
Midwest Plan Launches Executive Director Search

The search is due to the executive director’s upcoming retirement.

02.05.21
Industry News
CAPTRUST Acquires PWA Wealth Management

The deal adds 15 employees to CAPTRUST.

02.04.21