An investment consultant in the Midwest has hired an assistant v.p. to support its outsourced cio services team in all aspects of client service and act as a secondary point of contact on a client relationships.
A college based in Minnesota approved divesting its endowment of public investments in oil or gas companies and barring future allocations to companies or funds invested solely in oil or gas last month.
A Southern faith-based investment advisor has hired an investment advisor representative to help clients build financial plans and realize their goals.
A fund in the South revised the target asset allocation for its portfolio in April, increasing its targets to infrastructure at the expense of energy investments.