News

Extensive and timely coverage of the institutional industry.

People Moves
Lafayette Square Hires Client Audit Head

She will conduct regular assessments of Lafayette Square portfolio companies to ensure best-in-class monitoring, reporting and financial controls.

11.04.21
People Moves
Blackstone Taps Target Executive V.P.

She will advise across Blackstone’s businesses with a focus on growth equity investing platform Blackstone Growth.

11.04.21
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
In The News
Schwab To Launch First ESG, Active ETF

The Schwab Ariel ESG ETF will be semi-transparent and invest in small- and mid-cap stocks screened for ESG factors.

11.04.21
In The News
Nordic, UK Pension Funds Commit $130 Billion To Fight Climate Change

Nordic and British pension funds on Tuesday committed to invest $130 billion by 2030 to fight climate change, and report annually on the progress of their green investments.

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
In The News
Knights Of Columbus Asset Advisors Surpasses $1 Billion In Mutual Fund Assets

In total, the firm manages $29 billion in assets for institutional, high net worth and individual investors.

11.04.21
Consultant/OCIO/Discretionary
Canadian Community Foundation Moves To Discretionary Model, Hires OCIO

A community foundation in Canada has moved to an outsourced cio model following an RFI process earlier this year.

11.04.21
In The News
Bezos Fund Commits $500 Million To Join Ikea And Rockefeller In Renewable Energy Push

Alliance targets ten-year goal to develop clean power sources in poor nations.

11.04.21