News

Extensive and timely coverage of the institutional industry.

People Moves
Southern Foundation Investment Director Leaves To Join Private Capital Advisory Team

Director of investments left the foundation last month after more than four years to join a financial services company’s private capital advisory team.

05.04.22
Manager-of-Managers
Northeast Plan Issues MoM/Discretionary Mgmt. RFP

The plan last conducted a search in 2015.

05.04.22
Consultant/OCIO/Discretionary
Northeast Plans Seeking Investment Advisor

The borough has issued an RFP seeking an investment advisor for its three pension funds.

05.04.22
Consultant/OCIO/Discretionary
Calif. County Launches DC Consultant Search

The plan is conducting the search in anticipation of its incumbent’s contract expiration.

05.04.22
People Moves
Wealth Advisor Hires Senior Portfolio Consultant

Hire was most recently a v.p. and senior portfolio consultant at Fieldpoint Private.

05.04.22
Non-U.S. & Global Equity
Calif. City 457 Eliminates Int’l Small-Cap Portfolio

Plan reallocated its $2.7 million international small- to mid-cap growth equity investment to an existing MSCI ACWI ex-U.S. Index fund.

05.04.22
People Moves
Northeast Community Foundation Names Next CEO

Internal promotion succeeds current president and ceo, who is retiring at year end after more than 17 years in the role.

05.04.22
People Moves
Private Equity Manager Adds Director

Boston-based private equity manager hired a director in its Mumbai, India office to focus on technology, healthcare, consumer, business and financial services companies.

05.04.22
Multi-Asset/Investment Advisor
HBCU Selects Discretionary Advisors Following Search

University has awarded a new investment advisor and an incumbent advisor in its search for firms to handle its portfolio on a discretionary basis from last year due to the contract expirations of the incumbent providers.

05.04.22
Credit/Private Debt
New England Plan Posts Private Debt Mgr. RFP

The plan is looking to invest $8 million in the asset class for the first time.

05.04.22