The consultant is acquiring an alternatives investment firm that provides solutions including insurance-linked securities, private credit, hedge funds and impact investing.
The registered investment advisor has selected an investment consultant as a strategic investment research advisor to strengthen its research efforts within asset allocation modeling, manager due diligence/selection and portfolio implementation.
The fund has issued an RFP seeking an investment advisor to handle its portfolio due to the upcoming contract expiration of its incumbent provider.
The college savings plan placed four strategies on watch for performance issues, while removing one from watch status at its July board meeting.
The firm has hired a head of capital formation and investor relations to accelerate the execution of its strategy to deploy creative financing solutions to the lower middle market.
The firm has added a senior relationship manager within its New York office to leverage its offerings to address client needs.
The university has formed an ad hoc committee to review a petition to divest its endowment from companies financially benefiting from the Israel-Hamas war.
The institution is searching for its next executive director and ceo as its current head will leave to join a Midwestern company this fall.
The position will develop and manage customized portfolios for clients, conduct due diligence and portfolio reviews and publish market and asset allocation research.
The firm has added a principal to help lead new deals out of its latest fund and support its portfolio companies.