Daily Feed

Asset Study/Review
Western Foundation Revises Asset Allocation

A Western foundation revised its asset allocation last year, modestly increasing its allocations to equity and fixed-income.

01.15.20
People Moves
Fidelity Fixed-Income President To Retire

Nancy Prior, president of Fidelity Investments’ fixed-income division, will retire from the firm this year.

01.15.20
Domestic Equity
Southern Methodist Foundation Adds Domestic Equity, HF Strategies

A Methodist foundation in the South added domestic equity and hedge fund investments to its portfolio last year.

01.15.20
Real Estate
Western Trust Fund Adds Non-Core Real Estate Strategy

A Western trust fund added a non-core real estate strategy to its portfolio last month.

01.15.20
Searches And Hires
Northeast Plan Considering EMD, Secondary Consultant RFPs

A pension fund in the Northeast is considering searching for emerging market debt managers and a secondary private equity consultant.

01.15.20
MRI/Social Investments
Southern Foundation To Continue Impact Investment Initiative Following Funding Of Initial Fund

A Southern foundation will continue its place-based impact investing initiative in the future after completing the funding of its initial impact investment portfolio.

01.15.20
People Moves
Bowmark Adds New Partner and Investment Executive

Private equity firm Bowmark Capital has hired Roy Mani as a partner and Alex McRae as an investment executive

01.15.20
People Moves
Wells Fargo Portfolio Manager Retires

Wells Fargo Asset Management Portfolio Manager Greg McMurran will retire on March 7.

01.15.20
People Moves
Real Assets Manager Names Asset Management Head

Midstream energy infrastructure specialist Prostar Capital has hired a new head of asset management.

01.15.20
Small-Cap
West Coast City Fund Hires 5 Small-Cap Equity Managers

A city pension fund on the West Coast has hired five domestic small-cap equity managers.

01.15.20