Industry News

People Moves
Whitehorse Expands Capital Mgmt. Team

Two new roles will position the firm to capture growing opportunities in the structured products and wealth management channels.

11.13.23
Trends
Q3: Institutions Seek Opportunistic Strategies In Uncertain, High Rate Environment

Institutional investors have become increasingly attracted to opportunistic and special situations investments across the broad real estate and credit sectors due to interest rate hikes and capital market dislocation, which the industry finds will likely continue into 2024.

11.13.23
Surveys/Studies
ESG Practices Affected By Mgr. Size: Study

When it comes to asset managers’ integration of ESG factors, larger firms tend to have a leg up on their smaller peers when it comes to the amount of resources available, according to inaugural analysis from investment consultant Callan.

11.09.23
Surveys/Studies
Defined Benefit Plans Bearish On Next 12 Months

More than half of defined benefit pension plans are bearish on the next year in the markets, according to investment consultant NEPC’s most recent survey.

11.09.23
Industry News
Ben Franklin Announces First Close Of VC Fund

The firm raised $28 million in the first close of its venture fund, which is anticipated to raise $100 million total.

11.09.23
People Moves
Great Plains Foundation Wraps Up Investment Director Search

The university-affiliated foundation hired a new director of investments from a West Coast family office following a search from this summer.

11.09.23
People Moves
University Searching For Global Investor To Join Investment Office

The New England-based institution is seeking a global investor to help oversee and manage its endowment.

11.09.23
Surveys/Studies
E&F Return Expectations Muted, Increased Alternatives Role Anticipated: Study

A new study finds that endowments and foundations’ investment expectations are muted given an uncertain market environment, while they anticipate alternatives having an increased role in portfolios.

11.08.23
ESG
Investment Consultant Enhances Due Diligence Questionnaire

The firm has revised its due diligence questions around sustainability and diversity, equity and inclusion.

11.08.23
Industry News
PSG Equity Raises €2.6 Billion For 2nd European Fund

PSG Equity announced the final close of its second Europe-focused fund with more than €2.6 ($2.9) billion in commitments.

11.08.23