News

Extensive and timely coverage of the institutional industry.

In The News
Active Bond Funds Outperformed Stocks In One-Year Period

It appears that active bond funds have been actively outperforming their stock market peers, according to data from Morningstar.

11.12.21
In The News
Rebounding Markets Give DB Plan Funded Status A Boost In October

Improved funded status and a potential interest rate hike ahead signal a time for rebalancing and de-risking for corporate defined benefit plan sponsors.

11.12.21
In The News
DOL Sets New Tone On ESG Investing And Proxy Voting With Recently Proposed Rule

The Proposed Rule would replace final regulations implemented by the DOL in 2020 under the Trump administration.

11.12.21
In The News
Look Beyond China For Opportunities In Emerging Markets

The outlook may be changing for China but there are many other emerging markets opportunities elsewhere.

11.12.21
In The News
Hedge Funds Start Q4 On A High Note With Majority In The Black

The global hedge fund business started the fourth quarter of 2021 on a high note, with aggregate industry performance at +1.88 per cent in October and just over 70 per cent of funds reporting to eVestment seeing positive results for the month, according to the just-released October 2021 eVestment hedge fund performance data.

11.12.21
In The News
How To Protect Portfolios When Inflation Hits: Advisors' Advice

The October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?

11.12.21
Multi-Asset/Investment Advisor
Canadian University Issues Investment Mgmt. Services RFP

A university based in Canada has issued an RFP seeking a firm to manage its endowment.

11.11.21
Industry News
Mid-Atlantic Catholic University Searching For CIO

The university is searching for a cio to oversee portfolio construction, identification and selection of new managers and the development of benchmarks for current asset allocations.

11.11.21
Consultant/OCIO/Discretionary
Northwest Plan Issues Asset Study RFP

A plan based in the Northwest has issued an RFP seeking an investment advisor to review the current investment policies and practices for its investment portfolio.

11.10.21
Small-Cap
Midwest Health System Swaps Small-Cap Value Mgrs. As Part of Sustainable Investment Goals

The system approved replacing its incumbent domestic small-cap value equity manger with a new firm to better align its portfolio with its sustainable investment goals this week.

11.10.21