In the recently published Risk Alert, the Securities and Exchange Commission summarizes their observations of RIA disclosures, policies and applications on economic conflicts of interest and fee arrangements.
Berkeley Endowment Management Company, the investment subsidiary of the University of California Berkeley Foundation, has hired Brandeis University CIO Tarek Saghir as its new president and cio.
The $625.7 billion California Public Employees’ Retirement System has promoted Anton Orlich to deputy cio for private markets and hired Derek Walker as managing investment director for total fund portfolio management.
Oberlin College CIO Jun Yang is leaving the institution to take over as Rockefeller University’s investment head.
Over the last several years, it’s no secret that digital currencies, like Bitcoin and Ethereum, have stolen the show both from a regulatory and investment standpoint. But what is cryptocurrency? How does it work? What are the risks? Is the hype warranted?
The Presbyterian Foundation has named Bryan Dickerson as its new director of investment relations to manage its approximately $1.4 billion investment portfolio.
“Technology” has felt like a buzzword for a long time now. As more of the financial industry continues to move online, the processes to set up logins, IDs and delegations can feel more complicated.
Congratulations to the winners and thank you to our judges for evaluating all the fantastic finalists in this year’s categories.
Ours is a world rapidly turning to outsourced over in-house labor. This is not a new trend as big corporations have been outsourcing work for years. However, it has affected other markets, and the finance industry is not an exception.
As we embark on a new year, we wanted to provide a list of basic compliance “must-knows.”
Featuring our annual look at diverse cios at the largest institutional investors.