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The firm has selected its next ceo and co-presidents as part of its succession strategy.
Accelerating changes in the investment management industry are forcing managers to reassess their strategies and become more agile and competitive for institutional clients, a new study finds.
The university has selected a new investment consultant for its retirement plan assets following a search from the second quarter.
The institution appointed a managing director at an investment advisory firm to its board of trustees, which helps oversee its endowment.
The agency is looking for firms to help build and implement a bond and direct lending clean energy fund.
The institution retained its investment consultant to oversee its endowment funds following a search due to the incumbent’s contract expiration.
The university made private infrastructure, growth equity and venture capital commitments within its endowment during the third and fourth quarters.
The institution has named the ceo of a climate- and sustainability-focused venture capital firm as the new chair of its board of trustees.
The university revised the asset allocation for its endowment last year, increasing its allocation to private market investments at the expense of marketable alternatives.
The firm appointed a regional director of its Cleveland office to lead its team of planning, fiduciary and investment professionals.