Daily Feed

Industry News
MidOcean Partners Closes 3rd Tactical Credit Fund

The firm raised $765 million for the opportunistic credit fund.

06.13.24
Bank Loan
Midwestern Fund Considers Adding New Bank Loan Manager

The fund was slated to consider the addition of a new bank loan manager across its three portfolios this week to help complement existing bank loan manager allocations.

06.12.24
People Moves
Investment Consultant Adds Senior V.P., Portfolio Advisor

The firm has hired a senior v.p. and senior portfolio advisor to provide investment advice, asset servicing and related services to help nonprofit clients.

06.12.24
Consultant/OCIO/Discretionary
Western College Wraps Up Retirement Plan Consulting Services Search

The college recently concluded its search for a firm to provide investment and plan advisory service for its defined contribution plans, retaining its incumbent advisor.

06.12.24
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