News

Extensive and timely coverage of the institutional industry.

High-Yield
Brandywine Acquires Diamond Hill HY Team

The transaction is expected to close in the second quarter.

02.04.21
Fixed-Income
Lord Abbett Adds Fixed-Income MD

He will focus on commercial mortgage-backed securities.

02.04.21
International / Global / Emerging Markets
Consulting Firm Issues Asian Equity RFI

Firm is seeking information on China, China A shares and emerging markets Asia long-only equity strategies to broaden its database of managers.

02.04.21
People Moves
Summit Partners Adds Advisory Partner

He will assist with business development, new investment opportunities and growth strategies.

02.04.21
Industry News
CAPTRUST Acquires PWA Wealth Management

The deal adds 15 employees to CAPTRUST.

02.04.21
Announcements
Manager Recovery Efforts, Revised Business Approaches Follow COVID-19 Disruption: Report

Investment managers will be increasingly judged on their client engagement and interaction as the industry continues to undergo a digital transformation brought on by the COVID-19 pandemic, according to recent research.

02.04.21
Administrator - Bundled
Western 529 Hires New Program Manager For Advisor Sold Plan

A 529 plan in the West has hired a new program manager for its advisor-sold plan.

02.04.21
Industry News
Firm Promotes Managing Director

Person heads the firm’s Hong Kong office and leads investment analysis and due diligence.

02.04.21
Industry News
Former Southern University CIO Helps Launch Outsourced CIO

The former cio of a university in the South launched an outsourced cio firm focused on endowments, foundations and other mission-oriented nonprofits on Jan. 1.

02.04.21
ESG
Northeastern University Updates Investment Policy On Fossil Fuel Investments

A university in the Northeast will not directly invest in publicly traded oil and gas companies “for the foreseeable future” as part of adjustments to its investment policy approved last month.

02.04.21