Daily Feed

People Moves
TA Associates Hires New COO

She will be responsible for general oversight and day-to-day management of all global non-investment operations.

09.26.22
Fixed-Income
Midwest State Plan Shakes Up Fixed-Income Portfolio

The board terminated three domestic fixed-income strategies, which handled $1.2 billion total across its three plans.

09.23.22
Consultant/OCIO/Discretionary
Southeast School District Seeking Investment Advisor

The district is seeking the services for its retirement plans.

09.23.22
Emerging/Diverse Managers
San Antonio F&P To Terminate EM Program

Program had underperformed its custom benchmark net-of-fees since inception.

09.23.22
Consultant/OCIO/Discretionary
New England Plan Issues Consultant RFP

The plan is conducting the search due to the upcoming contract expiration of its current consultant.

09.23.22
Credit/Private Debt
Southern Firefighters Plan Makes Private Credit Commitment

The plan made a commitment after interviewing two private credit managers last week.

09.23.22
Consultant/OCIO/Discretionary
Hartford HealthCare Outsources Investments, Releases CIO & Investment Team

The health system outsourced the management of its pension and endowment assets this week, replacing an internal investment office led by CIO David Holmgren.

09.23.22
Asset Study/Review
Midwest Plan Increases Private Markets Target; Places Int’l Equity Mgr. On Watch

The plan increased its total private markets target as the portfolio is currently overweight to private equity and private real assets and recently placed an MSCI EAFE Index fund manager on watch due to underperformance.

09.23.22
People Moves
Carlyle Names Global Investor Relations Head

The new global investor relations head assumed the role on an interim basis last month.

09.23.22
Industry News
Union Capital Closes Third Fund

The fund will invest in U.S. founder-owned businesses.

09.23.22