The firm has promoted a staff member to senior managing director to provide education, training, investment management, performance reporting and custody services to foundation and endowment clients in the Western region.
The university has named a current trustee and former board chairman as an emeriti trustee and elected seven new board members during its May 11 board of trustees meeting.
A large segment of investment managers intends to prioritize and change its product strategy in the next two years with the understanding that they need to combat data challenges to meet the evolving needs of investors, a new study finds.