Announcements

Consultant/OCIO/Discretionary
Washington D.C. Nonprofit Selects OCIOs

The nonprofit hired two firms as partner outsourced cios following an invitation-only RFP process last year.

06.23.22
MRI/Social Investments
West Coast Endowment Announces Social Bond Investments

The endowment made $30 million in initial investments from its $300 million social bond, which was issued in early 2021.

06.23.22
People Moves
Investment Consultant Names Head Of ESG, Sustainable Investment Leader For Pacific Region

The firm hired a partner and head of U.S. ESG investments and appointed a responsible investment principal as sustainable investment leader for the Pacific region.

06.23.22
Infrastructure
Global Investment Mgr. Launching Global Energy Transition Strategy

The firm is launching a perpetual infrastructure strategy that will seek to partner with infrastructure businesses to help drive the global energy transition.

06.23.22
Industry News
Wealth Mgmt. Firm Acquires Trust Company Serving HNW, Nonprofit Clients

The west coast firm has agreed to acquire a trust company providing private trustee and investment management services to high-net-worth individuals and families, local foundations and endowments.

06.23.22
People Moves
Investment & Wealth Mgr. Adds Philanthropic Director

The firm hired a philanthropic director to help organizations with board governance and dynamics, grantmaking, fundraising and high-impact investing.

06.23.22
People Moves
Investment Advisory Firm Adds Co-CIO

The St. Louis-based firm hired a co-cio to lead its discretionary investment business and head its manager research function.

06.22.22
Industry News
Responsible Investing Platform Introduces Faith-Based ESG Screening Tool

The firm has introduced a free faith-based online investment screening tool that provides access to biblical values data on over 24,000 stocks, mutual funds and exchange traded funds.

06.16.22
People Moves
Outsourced CIO Appoints Two New Investment Heads

The London-based firm appointed a head of public equities and global head of sustainable investing in the last two months.

06.16.22
People Moves
Real Estate Finance Firm Names President To Lead Newly Formed Investment Management Group

Firm’s treasurer was promoted to lead the investment management group, which was formed through combining its fund management, proprietary capital, high-yield and senior bridge lending groups.

06.16.22