Daily Feed

Multi-Asset/Investment Advisor
Pa. Township Seeking Investment Advisor

A Pennsylvania township has issued an RFP seeking investment advisory and custodial services for its pension plans.

07.29.19
Industry News
Kudu Investment Mgmt. Acquires Minority Stake In First Long Island Investors

Kudu Investment Management acquired a passive minority interest in wealth management company First Long Island Investors last week.

07.29.19
Passive Equity
Mid-Atlantic Plan Goes Passive, Terminates Invesco

A Mid-Atlantic county pension fund hears information on passive large-cap candidates after terminating an active manager.

07.29.19
Fixed-Income
Great Lakes Plan Revamps Fixed-Income Portfolio

A pension plan in the Great Lakes region has hired four new fixed-income managers as the result of searches.

07.29.19
Multi-Asset/Investment Advisor
Northeast Town Posts Investment Advisor RFP

A town in the Northeast has issued an RFP seeking an investment advisor and trustee for its retirement plans.

07.29.19
Real Estate
Midwest Plan Makes Maiden RE Hires

A pension fund in the Midwest hires two real estate managers for a maiden allocation to the asset class.

07.29.19
Non-U.S. & Global Equity
Illinois Hoses Plan Approves Int'l Smid-Cap Equity Search

Plan intends to scour the international small- to mid-cap equity manager space after placing to international small-cap firms on watch last month.

07.26.19
Mid-Cap
Ohio Plan Eyes Mid-Cap Value Search

An Ohio fund may discuss a search for domestic mid-cap value equity managers next month.

07.26.19
Industry News
Dean Capital Mgmt. Adds Investment Analyst

Firm has added a generalist investment analyst that will also provide research support to all of the DCM value equity strategies.

07.26.19
Industry News
Charles Schwab To Acquire USAA Investment Mgmt. Assets
The Charles Schwab Corporation has entered a definitive agreement to acquire the assets of
07.26.19