Daily Feed

International / Global / Emerging Markets
Southern 529 Program Taps New Int’l Equity Mgr.

Program hired a new manager to handle the international equity portfolio for its prepaid college program in the third quarter.

12.22.21
Industry News
Wealth Manager Names Senior Client Strategist

Strategist works with foundations and endowments along with other clients.

12.22.21
Consultant/OCIO/Discretionary
New England Agency Plans Seeking Advisory Services

The agency is searching for a consultant on behalf of its two retirement plans.

12.22.21
Non-U.S. & Global Equity
Conn. Plan Circles Back To Emerging Mkts. Small-Cap

The plan will conduct a detailed review of its emerging markets equity portfolio that will include small-cap candidates next month.

12.22.21
Small-Cap
Northeast Plan Seeking Maiden Small-Cap Growth Mgr.

The plan is searching for its first domestic small-cap growth equity manager to handle between $8 million and $10 million.

12.21.21
Infrastructure
Northeast Plan Launches Infrastructure Search

Plan is searching for investment management firms, or a pool of firms, to create and manage one or more portfolios.

12.21.21
People Moves
Catalyst Funds Appoints Marketing Head

He is responsible for expanding market and investor awareness of the firm’s fund offerings and investment teams.

12.21.21
Multi-Asset/Investment Advisor
West Coast Sanitation District Concludes Pension Trust Services Search

A West Coast county sanitation district has concluded its RFP seeking pension trust services.

12.21.21
Multi-Asset/Investment Advisor
New England Town Concludes Investment Mgmt. Services Search

The town’s board hired a firm to provide investment management services for its pension plan, taking over the duties previously handled by the pension committee.

12.21.21
People Moves
Brookwood Promotes Asset Mgmt. Co-Directors

They will oversee the Western and Eastern U.S.

12.21.21