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The firm acquired an advisory team that oversees more than $2 billion on behalf of individuals, families, endowments and foundations, the majority of which are located in the middle Tennessee region.
The global investment firm has acquired a wealth advisory team based in Austin, Texas, which marks its first investment advisory team in the city.
The value-add real estate manager has promoted an asset manager to v.p. of asset management to oversee its asset management team and take over responsibility for risk management.
The firm has added a green energy infrastructure investment team to its Asia business and the transaction is expected to be completed next month.
The philanthropic organization has tabbed a new president after its previous head left last year.
The institution approved four new voting guidelines on climate commitments, biodiversity, racial equity audits and cybersecurity in 2022 and has made the guidelines available publicly.
The university also pivoted one of its retirement plans toward fixed-income during the fourth quarter.
The firm opened two new offices in the Midwest and Southwest after hiring a seven-member team to lead them in 2021.
The foundation launched a short duration income fund investment option solely managed by one firm at the beginning of the year in response to the current market environment to provide a flexible option that delivers high yield, consistent performance and low volatility.
The firm has hired a director to help build its ESG initiatives and advise portfolio companies on their implementation of ESG best practices.