Multi-Asset/Investment Advisor
Western 529 Plan Hires Firm To Streamline Investment Operations

 A 529 plan based in the West has hired a firm to provide investment servicing solutions.

12.22.21
Credit/Private Debt
Great Plains Fund Approves Credit, Direct Lending Commitments

A fund based in the Great Plains region approved credit and direct lending commitments with existing investment managers that created new investment vehicles at its recommendation.

12.22.21
Industry News
Polen Capital Acquires DDJ Capital Management

The firm will acquire 100% of the credit manager in a deal that expands its offerings into the high-yield bond and leveraged loan markets.

12.08.21
Emerging/Diverse Managers
Diverse-Owned Firms Manage 1.4% Of U.S. AUM: Study

An updated study from the Knight Foundation shows assets managed by women- and minority-owned firms remains virtually the same as 10 years ago despite no difference in performance.

12.07.21
Non-U.S. & Global Equity
Florida Plan To Interview EME Mgrs.

The city employees plan has an unfilled 7% target to emerging markets equity.

12.03.21
Domestic Equity
Florida Plan Makes Smid-Cap Hires

The plan added domestic small- to mid-cap core and value managers to handle $90 million each.

11.29.21
Emerging/Diverse Managers
New York Fund Issues Emerging MoM RFP

The fund is looking for emerging managers-of-managers to handle domestic small-cap and large-cap equity portfolios.

11.24.21
Alternatives
Florida Plan Preps 2022 Educations

The plan’s investment consultant is recommending discussions on areas such as real estate, infrastructure, private equity and direct lending.

11.23.21
International / Global / Emerging Markets
Florida Plan Slates Int’l Equity Manager Review

Plan will review better complements within the actively managed portion of its international equity portfolio.

11.22.21
Real Estate
Florida Plan Makes 2 RE Commitments

The plan added a value-add and federal government leased strategy at its meeting today.

11.18.21