Daily Feed

Passive Equity
Western Endowment Wraps Up Passive Equity Search

The public school fund selected its incumbent passive equity manager to handle approximately $343 million in October following a search from this summer due to the firm’s contract expiration.

12.01.22
Industry News
Investment Advisor Acquires Firm To Expand West Coast Presence

The firm has signed an agreement to purchase a registered investment advisor, which will increase the assets it oversees to approximately $17 billion and expand its West Coast presence.

12.01.22
Announcements
Wealth & Asset Management Firm Announces Southwest Florida Team

The firm has selected four senior executives to serve as its Southwest Florida Wealth Leadership team as it looks to expand its reach and maximize its resources in the region.

12.01.22
People Moves
Global Asset Manager Names Global Responsible Investment Head

The firm has named a new global head of responsible investment on the heels of new additions to its responsible investment team.

11.30.22
Industry News
TriLinc Gains Funding For Private Debt Fund

The fund is dedicated to financing growth-stage, small and medium-sized businesses in developing economies.

11.30.22
Small-Cap
Mid-Atlantic Trust Makes Small-Cap, Infrastructure Hires

The trust’s incumbent U.S. small-cap growth equity manager ceased operations.

11.30.22
People Moves
Ohio Foundation Seeks Investment Analyst

The foundation is seeking an investment analyst to contribute research and analysis in overseeing its investment portfolio.

11.30.22
REIT
Mid-Atlantic Plan Mulls Eliminating Global REITs; Discloses Infrastructure Commitment

The plan will consider eliminating its global REITs allocation for liquidity purposes and disclosed a commitment to an existing infrastructure manager today.

11.30.22
People Moves
DWS Names Global Alts. Business Head

He will join in February from Blackstone, where he serves as a senior managing director and coo of its credit division.

11.30.22
Private Equity
Calif. Plan Slates PE Manager Search Conclusion

The plan is expected to receive a recommendation in its ongoing private equity manager search at a December board meeting.

11.30.22