Daily Feed

People Moves
Dana Names V.P. & Portfolio Manager

The new hire will focus on Catholic and values-based equity strategies for institutional and wealth management clients and advisors.

04.25.25
Multi-Asset/Investment Advisor
Southeast City Posts Investment Advisor RFP

The city is seeking the services for its investment portfolios of $2.5 million and $1.9 million.

04.25.25
Private Equity
Texas Pension Beefs Up Private Equity Portfolio

The pension fund committed $10 million to a new relationship at this month’s board meeting.

04.25.25
Administrator - Bundled
Southeast Retirement Program Posts Bundled Provider RFP

The program currently has four providers for the services.

04.24.25
Consultant/OCIO/Discretionary
Northeast Deferred Comp Plan Seeking Advisor

The plan is searching for an advisor for an up to five-year contract.

04.24.25
Consultant/OCIO/Discretionary
Florida Plans Eye Consultant Hire

The authority will seek board approval to hire a new investment consultant at a May 21 meeting.

04.24.25
Industry News
LLR Partners Closes Seventh PE Fund

The fund invests in lower middle market growth companies and focuses on the technology and healthcare sectors.

04.24.25
International / Global / Emerging Markets
New England Pension Names Int’l Equity Finalists

Four international equity managers will vie for approximately $164 million.

04.24.25
Multi-Asset/Investment Advisor
West Coast City Issues Investment Advisor RFP

The city is seeking an advisor for its $350 million investment portfolio.

04.24.25
Private Equity
New England University Exploring PE Secondary Sale

The university is exploring the sale of some of its private equity fund interests within its endowment on the secondary market.

04.24.25