Daily Feed

People Moves
Alternatives Manager Adds Three Executives To Private Wealth Strategy

The firm has made three senor hires to accelerate its efforts to reach the private wealth channel and make its alternative products more accessible to a broader investor base.

06.12.24
Consultant/OCIO/Discretionary
Outsourced CIO Closing After More Than A Decade Of Service

The outsourced cio is closing down after more than a decade of service and is in the process of offboarding clients, which it manages approximately $2.1 billion on behalf of.

06.12.24
Multi-Asset/Investment Advisor
Western Firm Acquires Investment Advisor

The acquisition of the firm, which has $775 million in assets under management, closed on May 31.

06.12.24
Surveys/Studies
Investment Consultant Conducting Annual E&F Survey

The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.

06.12.24
Consultant/OCIO/Discretionary
Southwestern Healthcare Organization Seeks Consultant For Retirement Plans

The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.

06.12.24
Consultant/OCIO/Discretionary
Western University Issues Investment Consultant RFP For Retirement Plans

The university has issued an RFP seeking an investment consultant for its retirement plans as it recognizes the importance of reviewing its processes for selecting and monitoring record keepers and investment options.

06.12.24
People Moves
Permira Promotes Co-CEOs

The firm has appointed Brian Ruder and Dipan Patel as co-managing partners and co-ceos.

06.12.24
People Moves
ACORE Capital Taps Asset Management Head

The firm also recently hired a cfo to serve on its senior leadership team.

06.12.24
Real Estate
CalPERS Invests In Affordable Housing Fund

The firm invested $100 million in the fund, which looks to build resilience among communities in the U.S. through access to safe and quality affordable housing.

06.12.24
Private Equity
Northeast Pension Issues Private Equity FoF RFP

The search is open to North American-focused fund-of-funds managers.

06.12.24