Daily Feed

MRI/Social Investments
Southern Foundation Adds PE, Emerging Markets Investments

The foundation added impact private equity and emerging markets equity strategies with new managers within its endowment in the first half of 2023.

10.04.23
Emerging/Diverse Managers
Cal Adds Diverse-Owned Firms, Increases Diverse Owned Actively Managed Assets By 10%

The institution’s diverse-owned investment figures are up in 2022, funding six new investment partners that were owned by women and people of color.

10.04.23
International / Global / Emerging Markets
West Coast Pension Restructures Non-U.S. Equity Portfolio

The restructuring resulted in the termination of two active managers.

10.03.23
People Moves
NEPC Sees Longtime Compliance Head Retire

William Bogle has retired from general investment consultant NEPC, according to a LinkedIn post.

10.03.23
High-Yield
Mid-Atlantic Pension Places HY Fixed-Income Mgr. On Watch

The plan now has two high-yield fixed-income managers on watch.

10.03.23
Consultant/OCIO/Discretionary
Southwest Utility 457 Plan Seeking Consultant

The utility authority is seeking consulting services on behalf of its deferred compensation plan.

10.03.23
Industry News
Brookfield Raises $12 Billion For Flagship PE Program

The firm closed its latest flagship global private equity program with $12 billion in total capital.

10.03.23
Administrator/Record Keeper
Va. City 457 Taps New TPA

The hire concludes a search launched in May due to the city’s procurement policy.

10.03.23
Industry News
GLOBALT Becomes Independent Firm

GLOBALT’s leadership has purchased the firm and is now operating independently.

10.03.23
Fixed-Income
Mid-Atlantic Union Posts RFP

The plan is searching for a manager to handle a portfolio of PBGC Special Financial Assistance assets.

10.02.23