News

Extensive and timely coverage of the institutional industry.

International / Global / Emerging Markets
Mid-Atlantic Plan Terminates Underperforming Mgr.

The firm underperformed in all time periods since inception.

12.16.25
Consultant/OCIO/Discretionary
Midwest Foundation Selects New Consultant

The foundation selected a new general investment consultant to oversee its portfolio after launching a search earlier this year as it had been five years since it last put the services out for bid.

12.16.25
Equity
Texas Pension Approves Public Equity Structure, Searches

The plan’s initial priority will be to conduct a global core/value equity strategy search to compare with an existing investment manager.

12.16.25
Private Equity
J.P. Morgan Closes Latest Flagship PE Fund

The fund closes above its $1.25 billion target at $1.44 billion.

12.16.25
People Moves
Outsourced CIO Seeks Investment Performance Manager

The discretionary advisor is seeking an investment performance reporting manager to assist in data collection and analysis.

12.16.25
Large-Cap
Western College Savings Plan Considering Large-Cap Replacement, New A/A

The plan will consider replacing a domestic large-cap equity fund on watch status and approving a new asset allocation for its portfolio at its December board meeting.

12.16.25
People Moves
Northeast University MD MD Departs For Family Office CIO Role

The managing director recently left their role to join the family office of a prominent investor as its investment head.

12.16.25
Surveys/Studies
U.S. Institutional Assets Managed By OCIOs Expected To See Continued Growth: Cerulli

A new study shows growth of the outsourced cio industry is expected to continue through 2029.

12.16.25
Multi-Asset/Investment Advisor
Calif. Agency Taps Investment Manager

The West Coast-based authority issued an RFP for the services in the first quarter.

12.16.25
Multi-Asset/Investment Advisor
Northeast Trust Nearing Completion Of Advisor Search

The trust recently extended the contract of its incumbent investment advisor for four months as it looks to wrap up its search for the services in early 2026.

12.16.25