Multi-Asset/Investment Advisor
New York Water Plan Seeks Manager

Plan is searching for a firm to oversee roughly $1.5 billion in assets.

06.06.22
People Moves
AB Names ETF Capital Markets Global Head

She will help shape the ETF program’s global strategy and lead the firm’s day-to-day ETF capital markets function.

06.06.22
Administrator/Record Keeper
Northeast Authority Seeks Admin For DC Plan

Authority is searching for a firm to oversee its $175 million deferred compensation plan.

06.02.22
People Moves
Sarofim Founder, Chairman & Co-CIO Dies

His son will succeed him as chairman.

06.02.22
Multi-Asset/Investment Advisor
Northwest County Seeks Advisor

County is searching for a firm to manage $20 million in its safekeeping account.

06.02.22
People Moves
Noble Investment Group Hires Investments Director

She is responsible for execution of acquisition and development strategies.

06.02.22
People Moves
Callan Snags Segal Marco V.P.

He will serve as a general investment consultant advising institutional investor plan clients.

06.02.22
In The News
Investors In Asset-Backed And Mortgage-Backed Securities Confirm Demand For Greater Competition, Inclusion And Transparency From Credit Scoring Models

A study commissioned by VantageScore Solutions found that institutional investors with exposure to asset-backed securities and residential mortgage-backed securities desire more transparency and inclusivity among credit scoring models.

06.02.22
People Moves
Investment Advisor Appoints Chief Inst’l Client Officer

The chief institutional client officer will succeed its head of client relationships, who is retiring after more than 30 years at the firm.

06.02.22
Consultant/OCIO/Discretionary
New SEC Rule Requires Caution: Consultant Working Group

A working group of consultants has submitted a letter expressing reservations about a new rule from the Securities & Exchange Commission requiring climate disclosures for public companies.

06.02.22