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.
A new impact-driven minority-owned investment platform has launched with the help of a financial services company, a family office and a mission-aligned investment firm.
Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.
A foundation in the Mid-Atlantic region will divest its endowment from existing fossil fuel interests while refraining from future fossil fuel investments.
2020 seemingly moved at a snail’s pace and warp speed all at the same time and as the year of interminable days finally comes to a close, a number of firms in the industry are celebrating the holidays with a different twist than they did in years past – through virtual holiday parties.