Daily Feed

Multi-Asset/Investment Advisor
Midwest County Launches Investment Advisor Search

The county is seeking investment advisory services for its $34 million in non-pension funds.

06.29.23
Administrator - Bundled
Southeast City DC Plans Seeking Bundled Provider

The city is searching for record keeping, administrative, actuarial and compliance services for the plans.

06.29.23
People Moves
Global Asset Manager Impact Investing Head Retiring

The firm’s head of impact investing will retire this summer and the firm has named a portfolio manager on its impact investment team as their successor.

06.29.23
Industry News
Credit Manager Closes Inaugural Fund

The credit firm recently closed its inaugural fund, which provides capital for small business owner-operators, above its target fundraise.

06.29.23
Asset Study/Review
Midwest University Adjusts A/A Toward Public Equity, Private RA

The university increased its targets to public equity and private real assets to reduce portfolio complexity and take advantage of higher interest rates.

06.29.23
People Moves
Financial Services Firm Names Investments Head

New managing director and head of investments joins from a nearby endowment and bolsters firm’s investment research, analysis and due diligence capabilities.

06.28.23
People Moves
NTAM Makes Leadership Changes

The firm today announced several recent organizational and leadership changes.

06.28.23
Emerging/Diverse Managers
Legislators Reintroduce Bill Promoting Endowment Transparency & Diversity

The bill will help ensure colleges and universities are providing opportunities to women and minority asset managers by mandating transparency and standardizing data collection.

06.28.23
Asset Study/Review
Great Plains Fund To Consider New A/A; VC Commitment

The fund will hold a first reading of proposed changes to its investment policy statement and strategic asset allocation, including increased allocations to fixed-income and hedge funds, at its June 29 board meeting.

06.28.23
Alternatives
Southern Teachers Pension Discloses Private Markets Commitments

The plan committed to new funds by exiting managers at a meeting last week.

06.28.23