Announcements

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

Schwartz Investment Counsel, the investment adviser for the Ave Maria Mutual Funds, has announced several portfolio manager changes and promotions, effective Jan 1.

A Canadian university will reduce the overall carbon footprint of its investment pool.

Institutional investors are increasingly worried about how their portfolio performance will be impacted by market conditions in 2020, according to a new survey from Natixis Investment Managers.

A Canadian university’s board of governors agreed to express support for divesting its endowment from fossil fuels last week.

Arjun Raghavan will become ceo of Partners Capital by the end of 2020, the firm announced.