News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
New England Agency Plans Seeking Advisory Services

The agency is searching for a consultant on behalf of its two retirement plans.

12.22.21
Non-U.S. & Global Equity
Conn. Plan Circles Back To Emerging Mkts. Small-Cap

The plan will conduct a detailed review of its emerging markets equity portfolio that will include small-cap candidates next month.

12.22.21
In The News
The Investment Manager Of The Future

What does an investment management firm look like when it’s redesigned based on first principles and based on the true “jobs to be done” of an investment manager?

12.22.21
In The News
US Department Of Labor Releases Supplemental Statement On Private Equity Investments In Participant-Directed Retirement Savings Plans

The U.S. Department of Labor today released a Supplemental Statement clarifying a June 2020 Information Letter on private equity investments as a component of a professionally managed asset allocation fund offered as an investment option in participant-directed retirement savings plans, such as 401(k) plans.

12.22.21
In The News
Illinois Downstate/Suburban Public Safety Pension Gap Increases

The Illinois Municipal League will press lawmakers to support giving local governments more time to hit a 90% funded ratio and lowering the target to 80%.

12.22.21
Small-Cap
Northeast Plan Seeking Maiden Small-Cap Growth Mgr.

The plan is searching for its first domestic small-cap growth equity manager to handle between $8 million and $10 million.

12.21.21
Infrastructure
Northeast Plan Launches Infrastructure Search

Plan is searching for investment management firms, or a pool of firms, to create and manage one or more portfolios.

12.21.21
People Moves
Catalyst Funds Appoints Marketing Head

He is responsible for expanding market and investor awareness of the firm’s fund offerings and investment teams.

12.21.21
Multi-Asset/Investment Advisor
West Coast Sanitation District Concludes Pension Trust Services Search

A West Coast county sanitation district has concluded its RFP seeking pension trust services.

12.21.21
Multi-Asset/Investment Advisor
New England Town Concludes Investment Mgmt. Services Search

The town’s board hired a firm to provide investment management services for its pension plan, taking over the duties previously handled by the pension committee.

12.21.21