Daily Feed

Consultant/OCIO/Discretionary
New England Transit Plan Selects New Advisor

The plan approved the hire of a new investment advisor at a meeting this week.

04.22.21
Fixed-Income
Midwest Plan Consolidates Core Fixed-Income Portfolio

A Midwestern pension plan liquidated one of its core fixed-income mandates in an effort to consolidate the portfolio.

04.22.21
Consultant/OCIO/Discretionary
Mid-Atlantic Plans Issue Consultant RFP

Retirement plans for a city in the Mid-Atlantic region have issued a general investment consultant RFP.

04.22.21
People Moves
Aeolus Snags Client PM From Aksia

He will serve as a technical resource to the firm’s existing and prospective clientele in interpreting portfolio positioning and portfolio risk exposures.

04.22.21
People Moves
The Halifax Group Promotes Partner

The new partner will lead sourcing, evaluation and execution of investments as well as support portfolio companies.

04.22.21
Private Equity
Summit Park Appoints New Principal

He will support the private equity firm’s efforts in sourcing and evaluating new investment opportunities.

04.22.21
Private Equity
PE Space Dominated 2020 Search Activity; Manager Research To Focus On Due Diligence & Fees

Investors’ 2020 search activity remained on par with previous years despite the COVID-19 pandemic and there continues to be increased activity for private investment strategies, according to a recent webinar from an investment consultant.

04.22.21
ESG
Midwest College Incorporates ESG Factors Into Investment Process, Adds ESG Manager

A college in the Midwest has begun incorporating ESG considerations into its investment policy and hired an investment manager with a strategy built around ESG factors.

04.22.21
People Moves
Okabena Appoints New CIO

Okabena Investment Services has appointed a new cio to lead its investment function and have overall responsibility for its taxable and tax-exempt investment programs.

04.22.21
People Moves
Southern College Searching For Senior Investment Analyst

A college based in the South is searching for a senior investment analyst to help oversee its endowment.

04.22.21