Nuveen’s Shawn Lese Joins CrowdStreet Board of Advisors
January 4, 20235 min
Industry leader in commercial real estate investment management and financial services brings perspective as an innovator to online investing platform CrowdStreet
Icona Capital acquires 40% stake in Stoneweg
December 19, 20225 min
Strategic partnership formalises long term collaboration between the two companies Combined assets under management of €8 billion Global real estate investment company, Stoneweg S.A. (‘Stoneweg’), and London based Icona Capital (‘Icona’) are pleased to announce Icona’s acquisition of a 40% minority stake in Stoneweg. This agreement enhances Stoneweg’s growth trajectory as it establishes itself as a leading global real estate player, with a strong focus on sustainability. In 2022, Stoneweg strengthened its management team as well as...
Thornburg Introduces Personal ESG Portfolios
December 15, 20223 min
Thornburg Investment Management (“Thornburg”), a U.S.-based global investment firm that oversees $40 billion1 in client assets, today introduced Thornburg Personal ESG Portfolios, a new separately managed account (“SMA”) capability to provide investors the ability to emphasize material Environmental, Social, or Governance (“ESG”) factors within their portfolios. “ESG issues are complex and interconnected, requiring fundamental research to uncover opportunities and risks for each company,” said Jason Brady, president & CEO of Thornburg investment management. “We know that investing with...
Morningstar Launches Annuity Intelligence Center
December 14, 20225 min
The new platform runs on Luma's innovative annuity technology and streamlines the annuity selection process for advisors
Marlene Puffer Appointed Chief Investment Officer of AIMCo
December 14, 20225 min
Alberta Investment Management Corporation (AIMCo) is pleased to announce the appointment of Dr. Marlene Puffer as Chief Investment Officer. She will assume her new role on January 30, 2023. Dr. Puffer is an accomplished investor and leader with over 25 years of experience in both cross-asset class portfolio management and liability driven investment. Dr. Puffer brings with her an excellent investment track record and a wealth of experience in traditional and alternative investments, capital markets, and pension governance....
TPFG Appoints Judith Cheng as New Chief Investment Officer
December 13, 20222 min
Cheng to lead the firm's Portfolio Management Team and Asset Allocation Committee focused on further strengthening SDBA Model Portfolio Initiative
Investment advisory firm Kovitz Launches Active ETF
December 13, 20223 min
Chicago-based Investment Advisory and Wealth Management Firm Converts Mutual Funds
RetirementInvestments launch new financial calculators
December 13, 20224 min
RetirementInvestments releases online modern financial calculators that website publishers can embed on their websites.
Hamilton Lane named a Best Place to Work in Money Management
December 12, 20224 min
The firm is one of only five organizations to be recognized by Pensions & Investments each year since the award was launched in 2012
Morningstar Launches New Research Portal for Financial Advisors
December 8, 20224 min
The new research platform's actionable interface helps investment professionals deliver personalized advice to clients