Daily Feed

Administrator - Bundled
Calif. 457 Plan Concludes Admin, Investment Services Search

The plan rehired its incumbent to provide administrative, investment and communication advisory services.

11.26.24
Industry News
SEC Charges Former Western Asset Co-CIO With Fraud

Leech allegedly engaged in cherry-picking and assigned over $600 million of gains to favored clients and over $600 million of losses to disfavored clients over several years.

11.26.24
People Moves
Verus Loses Public Markets Director

He left the firm last week to pursue a new opportunity with an investment management firm.

11.26.24
Industry News
Understanding Plan Objectives Is Vital For Overfunded Pensions To Properly Use Surplus: Webinar

A return to strong funding levels among defined benefit plans has led many to evaluate how to utilize their surplus, according to industry experts.

11.26.24
Asset Study/Review
Florida Fire & Police Pension Discussing Asset Allocation

The plan’s options could range from minor tweaks to the addition of private equity and emerging markets equity allocations.

11.26.24
People Moves
Fort Washington Makes Hire To Build Out Intermediaries Business

The firm hired a v.p. of business development to oversee the strategic development of its intermediaries initiative.

11.25.24
People Moves
O2 Investment Partners Adds Associate

He will be responsible for evaluating new transactions, due diligence, underwriting and collaborating with portfolio companies.

11.25.24
Industry News
Frontline Healthcare Partners Closes Inaugural Fund

The fund was created to pursue control investments in micro-cap distributed healthcare businesses.

11.25.24
High-Yield
Midwest Pension Terminates Western Asset

The firm also hired two high-yield fixed-income managers to handle $450 million each.

11.25.24
Consultant/OCIO/Discretionary
Mid-Atlantic Trust Fund Seeking Investment Advisor

The current advisor provides discretionary and non-discretionary services.

11.25.24