The firm hired a partner and head of U.S. ESG investments and appointed a responsible investment principal as sustainable investment leader for the Pacific region.
The firm is launching a perpetual infrastructure strategy that will seek to partner with infrastructure businesses to help drive the global energy transition.
The west coast firm has agreed to acquire a trust company providing private trustee and investment management services to high-net-worth individuals and families, local foundations and endowments.
New strategic asset allocation approved last week increases targets to private equity and non-core fixed-income, including high-yield bonds and bank loans.