Announcements
The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.
The firm has made three senor hires to accelerate its efforts to reach the private wealth channel and make its alternative products more accessible to a broader investor base.
The acquisition of the firm, which has $775 million in assets under management, closed on May 31.
The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.
The university’s cfo is leaving after less than three years of service join a primary and secondary school as its finance head.
The university has elected six new members to its board of trustees, including four with investment experience, to help guide its educational mission and fiscal policies.
The firm hired a chief investment strategist to provide macroeconomic and investing commentary, thought leadership and market analysis.
The fund has entered a strategic partnership with a global quantitative equity manager, which will see them collaborate to develop cutting-edge investment products and foster innovation to better understand evolving investor needs.
The foundation has expanded its commitment to impact invests that advance health equity in communities that have faced a historic lack of investment with a new allocation that more than doubles the foundation’s previous commitments.
The investment manager for four 529 plans has teamed up with another firm to provide record keeping and other services for the college savings programs.