News

Extensive and timely coverage of the institutional industry.

Industry News
Granahan IM Receives Minority Investment From Kudu

Most of the firm’s equity will continue to be held by employees.

11.16.21
Fixed-Income
Southeast Plan Hires Unconstrained Bond Mgrs.

Plan approved investments with three unconstrained fixed-income managers as the result of a search initiated earlier this year.

11.16.21
In The News
Harvard Management Company Sells Holdings In Tech, Increases Facebook Investments In Third Quarter

HMC sold its holdings in several technology and pharmaceutical companies while increasing its investments in Facebook in the third quarter of 2021.

11.16.21
In The News
SEC Issues Risk Alert On Investment Advisers' Fee Calculations

SEC Staff identified deficiencies with a majority of advisers examined. In the alert, the Staff noted that fee calculation-related deficiencies often result in financial harm to clients.

11.16.21
In The News
Ohio Pension Fund Sues Facebook, Saying Company Misled Investors Over Products’ Harm To Children

Ohio’s largest public pension system is suing Facebook, saying the social-media giant misled investors and other members of the public about the risks its products posed to children.

11.16.21
People Moves
Valor Promotes Co-President, Two New Partners

The new Co-President will oversee the firm’s internal functions.

11.15.21
Consultant/OCIO/Discretionary
Large Mid-Atlantic Plan Begins Investment Consultant Search

The plan has begun an investment consultant search; last one conducted was in 2016.

11.15.21
Industry News
Lightyear Capital Completes $1.6 Billion Fund V Fundraise

Lightyear makes control investments in North America-based, middle market financial services companies.

11.15.21
Credit/Private Debt
Calif. Plan Mulling Global Credit Allocation

Plan is mulling a new allocation to global credit as part of a review of its fixed-income portfolio.

11.15.21
Surveys/Studies
Institutional Investors See Expenses Fall: Survey

Institutional investors paid an average of 54.2 basis points for total fund expenses in 2020.

11.15.21