The firm has promoted its senior v.p. and head of distribution to ceo and its senior v.p. for product management, corporate development and affiliate relations to coo.
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 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 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 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.