Announcements

Industry News
Wealth & Investment Manager Launches Proxy Voting System

The firm has launched a proprietary proxy voting service for client assets where it has both investment discretion and proxy voting authority.

01.29.26
People Moves
Southern Health System Promotes Executive V.P. To CFO

The health system’s next cfo will begin in the role next month.

01.28.26
MRI/Social Investments
Mid-Atlantic Treasury Selects Social Impact Fund Manager

The treasury has selected a fund manager to oversee the day-to-day operations and manage its social impact investment fund after issuing an RFP in the second quarter of 2024.

01.28.26
People Moves
Impact Investment Platform Names Public, Private Mkts. Heads

The impact investment platform has hired a managing director and head of public markets as well as a managing director and head of private markets from a Western retirement system and investment advisor, respectively.

01.22.26
People Moves
Investment Advisor Adds Principals, PMs

The investment advisor hired principals and portfolio managers to deliver comprehensive investment counsel for foundations, endowments, individuals and families.

01.22.26
People Moves
Outsourced CIO Names Four MDs

The outsourced cio and private markets solutions provider has promoted four employees to managing directors.

01.21.26
Credit/Private Debt
Firm Closes Second Credit Fund Above Fundraising Target

The firm’s second credit fund closes with more than $325 million in commitments across the fund and its co-investment vehicles.

01.21.26
People Moves
Investment Consultant Tabs President & CIO As New CEO

The investment consultant has promoted its president and cio to ceo as its founder is transitioning to the role of strategic advisor.

01.21.26
People Moves
Outsourced CIO Names New Partners, Managing Directors

The firm, which serves nonprofits and other investors, has promoted seven team members into its senior leadership team, including three partners and four managing directors.

01.14.26
Industry News
Canadian Manager Acquiring Management Agreements For Canadian Fund Biz

The firm is acquiring the management agreements related to a global firm’s Canadian fund business, which includes 100 mutual funds and exchange-traded funds.

01.14.26