Industry News

Consultant/OCIO/Discretionary
Investment Consultant Absorbs Southern Wealth Manager

The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.

04.03.24
Emerging/Diverse Managers
Diverse Private Equity Managers Can Unlock Door To Differentiated Deal Flow

Private equity and venture capital firms that have predominantly women or people of color in ownership can provide another source of diversification and unlock access to differentiated deal flow for their limited partners and other investors, according to new research.

04.03.24
People Moves
MoLAGERS Appoints New CIO

He will begin in the role next month, succeeding former CIO Brian Collett.

04.03.24
People Moves
Boston Common Reshuffles Leadership Structure

The firm has re-established its executive team leadership structure and “amicably” parted ways with its ceo.

04.03.24
People Moves
Principal Adds Managing Director

The firm has hired a managing director of special situations.

04.03.24
Industry News
Warren Equity Raises More Than $550 Million For Latest PE Fund

The strategy exceeded its initial fundraising target of $450 million.

04.03.24
People Moves
Northern Trust Taps Global Fixed-Income CIO

Firm has hired Christian Roth as cio of global fixed-income.

04.02.24
Fixed-Income
Northeast Pension Assumes Assets; Awards Global Bond Mandates

The retirement system has hired four global multi-sector fixed-income and three passive equity managers in recent months.

04.02.24
People Moves
GW&K Promotes New Partners

The firm named three new partners of the firm.

04.02.24
5 Questions
5 Questions With Joe Aguilar, CIO At The Illinois State Treasurer’s Office

Joe Aguilar is the cio for Illinois State Treasurer Michael W. Frerichs, a role in which he directs seven investment portfolios spanning across public and private market investments on behalf of the Illinois Treasury’s combined $56 billion investment portfolio.

04.01.24