Industry News
New head of client relationships and business development joins from Morgan Stanley Investment Management.
Fund closes with more than $270 million of capital commitments.
The plan promoted a 10-year veteran of the firm to the new position.
Institutional investor incorporation of ESG into investment decision-making processes was down year-over-year, however, foundations and endowments integrated ESG at the highest rate, according to a recent survey.
The managers are looking to drive continued inflows and be better positioned for the future through their performance, product development and regulatory compliance.
The university has promoted a senior portfolio manager to managing director following a search for the position after its previous managing director retired.
The firm has appointed a chief responsibility officer effective Jan. 9 to oversee its corporate responsibility and responsible investing efforts.
The foundation promoted a managing director to the role of cio after its investment head left to join an East Coast health system.
The firm has signed an agreement to purchase a registered investment advisor, which will increase the assets it oversees to approximately $17 billion and expand its West Coast presence.
The firm has selected four senior executives to serve as its Southwest Florida Wealth Leadership team as it looks to expand its reach and maximize its resources in the region.