A wealth and investment advisory firm has agreed to acquire an investment consultancy firm to expand its West Coast client base.
The 529 college savings plan added a mega-cap growth equity strategy as an underlying fund to replace a large-cap growth fund in an effort to move to a lower-cost passive strategy.
The firm has hired a head of operations, reporting and data to lead investment and fund operations, portfolio reporting, data and analytics.
The institution is searching for an investment analyst focused on private equity and venture capital to assist with sourcing, screening and evaluating managers.
The role will provide performance monitoring and analysis across client assets following a search launched in late 2025.
The college savings plan is seeking an investment consultant to advise on evaluating its current and prospective investment options as well as on how to expand its offerings to investors.
The state’s technology and research fund made a new $10 million commitment to a venture firm to promote technological innovations regionally.
The state agency is seeking a consultant to advise and manage investments related to its conservatorship program, which provides fiduciary services to manage assets on behalf of veterans.
The firm hired a global head of real estate and agricultural finance to lead its commercial mortgage, equity real estate and agricultural investments portfolios.
The state’s treasurer’s office is seeking an investment consultant focused on sustainability practices to advise its combined portfolio totaling nearly $70 billion.