The regulatory body proposed amendments to rules and reporting forms for investors to categorize certain types of ESG strategies broadly and require funds and advisers to provide more specific disclosures based on the ESG strategies they pursue.
The wealth management firm has appointed a senior managing director and president of Western Michigan to lead its team in delivering holistic advice and client service to foundations and endowments.
The university is developing a new administrative structure to bolster the organization as its executive v.p. and cfo is set to leave the institution at the end of the month.
The strategy will focus on investing in growth-stage businesses with proven technology and mission-driven management teams in the areas of planetary health, people health and financial inclusion.
The wealth management firm has named its next chief fiduciary officer to oversee all fiduciary administration for trust and estate services as its previous fiduciary head is set to retire.