Announcements

People Moves
Wealth Mgmt. & Investment Advisory Firm Names President

The firm recently filled the newly created role of president to oversee its strategy, offerings and firm-wide integration.

06.22.23
ESG
J.P. Morgan Launches Sustainable Investment Data Tool For Institutional Investors

The tool enables institutional investors to extract value from sustainable investment data supplied by providers through technology-enabled normalization, management, calculation and screening capabilities.

06.21.23
People Moves
Southern University Reelects Board Chair, Vice Chair

The university’s board of trustees recently reelected its board of trustees chair, a managing partner at a nearby private equity firm, and its vice chair, a managing director of a commercial real estate brokerage firm.

06.21.23
People Moves
Midwest Foundation Launches CIO Search

The foundation has launched a search for its next cio to oversee its investment portfolio and team as its current investment head is set to work through the end of the calendar year then retire after a decade in the role.

06.21.23
People Moves
Alternatives Fintech Company Hires Senior V.P. Focused On PE, Real Assets

The firm hired the senior v.p. of research and education to primarily cover private equity fund manager sourcing and diligence from an investment consulting firm, where they were a managing director focused on private assets.

06.21.23
Venture Capital
Consultant Grows Digital Assets Classification System

The investment consultant and its digital asset data and research firm partner have expanded their new digital assets taxonomy system with more than 100 new asset classifications.

06.15.23
Credit/Private Debt
Global Asset Mgr. Acquires U.K. Private Debt Mgr.

The global asset manager has entered a definitive agreement to acquire full control of the London-based debt firm, which will see its 45-person team integrated into the asset manager’s European private debt platform.

06.15.23
ESG
Manager Creates Sustainable Investment Council

The council will assist the global investment and wealth management firm’s clients align their portfolios with their mission.

06.15.23
People Moves
Outsourced CIO Provider Appoints New Leadership Roles

An outsourced cio provider has appointed the new roles of ceo and a head of ocio.

06.07.23
Emerging/Diverse Managers
Plan Collaborates With HBCU Fund

The newly launched venture fund will allocate its returns to partner HBCUs.

06.07.23