Announcements

Announcements
New England University Adopts Carbon-Reduced Portfolio

A university based in New England is reinvesting a portion of its overall investment portfolio currently invested in carbon-intensive companies.

02.11.21
People Moves
Northeast Foundation Names New CIO

A foundation in the Northeast has hired a new cio to oversee its more than billion-dollar portfolio.

02.11.21
Announcements
Western Health System CIO Retires

The cio of a health system in the West retired last month after almost 28 years with the institution.

02.11.21
Announcements
First Republic Adds Wealth Mgmt. Team

First Republic Investment Management has hired a three-person wealth management team.

02.11.21
Announcements
UBS Adds Seven-Member Advisory Team

UBS Private Wealth Management has hired a seven-person team of advisors.

02.11.21
People Moves
BNY Mellon Adds Client Strategist

BNY Mellon Wealth Management has appointed a senior client strategist to initiate relationships and deliver needs-based solutions based on client investment objectives across investment management, wealth planning and family office management

02.11.21
Surveys/Studies
ESG Disclosure Access Essential For Institutions To Manage Impact: Report

Regulators must standardize and make public company reporting on ESG disclosure accessible in order for institutional investors to properly manage and account for impact in their investment portfolios, according to a recent report.

02.11.21
Announcements
West Coast University Names Venture Fund Founder As Board Chair

A university on the West Coast has named the founding partner of a venture fund as its next board of trustees chairman.

02.11.21
Announcements
Western Foundation Adds Investment Committee Members

A foundation based in the West has selected two new investment committee members to help guide its investing practices and recommend best practices.

02.11.21
Announcements
Lafayette Square Appoints Services MD

Lafayette Square has hired a managing director of services to help advance resident health, wealth and livelihood.

02.11.21