Announcements

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

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

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

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.

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

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.