News

Extensive and timely coverage of the institutional industry.

In The News
Global Investment Advisor Shares Due Diligence Advice On How Managers Should Position Themselves In Competitive PE Market

Willis Towers Watson – the global advisory behemoth with assets under advisory of $6 billion in private equity investments – has described its process of manager selection with Private Equity Wire as it looks to ramp up its relationship with PE firms who have embraced the latest in ESG standards.

10.29.21
In The News
Pensions Should Stop ‘Hibernating’ Investments, JPMorgan Says

Pensions should change the de-risking strategies they’ve pursued since the 2008 financial crisis to embrace a wider array of investments, JPMorgan Chase & Co.’s asset-management unit said in a report.

10.29.21
In The News
Many DB Plan Sponsors Adjusting LDI Strategies

Defined benefit plan sponsors have positive views of the direction interest rates will take and of equity markets, but they remain wary of how a continued pandemic will impact their plans.

10.29.21
In The News
Want To Beat Pension Fund Experts? Think Like An Idiot

If you had ignored the experts who told you to avoid seven major sectors, you would be outperforming them by a lot.

10.29.21
In The News
New York Pension Fund Joins Exit From Unilever Over Israel Restrictions

New York’s $268 billion state pension fund on Thursday became the latest to restrict its holdings in Unilever Plc in response to sales limits imposed by the company’s Ben & Jerry’s ice cream brand in the Israeli-occupied Palestinian territories.

10.29.21
Industry News
The Little Things Can Equal Big Money For Asset Managers

A follow-up note from a marketer helped win the manager win a mandate, showing that the little things can lead to big money for asset managers.

10.29.21
Credit/Private Debt
West Coast Sets Credit Pacing; Discloses Private Markets Commitments

The plan is set to commit a total of $200 million to private credit next year.

10.28.21
Credit/Private Debt
West Coast Approves Direct Lending Target

The plan has created a new target to direct lending as part of a new asset allocation policy.

10.28.21
Alternatives
Southwest Plan Discloses New Commitments

Plan disclosed recent private equity, credit, infrastructure and real estate commitments totaling approximately $1.2 billion.

10.28.21
Industry News
T. Rowe Price To Acquire Oak Hill Advisors

The transaction is expected to close late this year.

10.28.21