News

Extensive and timely coverage of the institutional industry.

In The News
CI Financial Strikes Again, Acquires $5.2 Billion Silicon Valley Wealth Manager

Portola Partners marks CI Financial’s 21st U.S. acquisition since it launched an aggressive expansion less than two years ago.

09.15.21
In The News
Ohio Teachers Pension Fund Rejects Forensic Audit Findings

Ohio STRS accuses the report author—who said the fund has ‘abandoned transparency’—of making ‘repeated baseless allegations implying wrongdoing.’

09.15.21
In The News
Police, Fire Pension Fund Assets Top $1 Billion

The assets of the pension fund recently topped $1 billion for the first time in its history.

09.15.21
In The News
The State Pension Funding Gap: Plans Have Stabilized In Wake Of Pandemic

The nation’s state retirement systems finished the 2021 fiscal year in their best condition since the Great Recession of 2007-09.

09.15.21
In The News
NJ’s Public Pension Fund Is Healthier. What’s Next?

NJ’s public-worker pension system has been boosed by bigger state contributions and the stock market. But it’s a long way from 100% funding.

09.15.21
In The News
Achieving Financial Equity And Justice For HBCUs

Historically Black Colleges and Universities (HBCUs) are having more than a moment, and they are finally getting recognition for the contributions they have made to this country.

09.15.21
In The News
Pimco Sets Its Sights On Commercial Real Estate

As the Covid-19 pandemic reduces property values, the bond investor pursues higher yields by acquiring hotels and office buildings.

09.15.21
Alternatives
Midwest Plan Eyes Defensive Equity RFP

A Midwestern pension plan will consider approving a defensive equity search at this month’s board meeting.

09.14.21
Consultant/OCIO/Discretionary
Northeast Transit Plans Seeking Investment Consultant

The authority is searching for a consultant to advise on more than $9 billion.

09.14.21
People Moves
Private Credit Manager TriLinc Adds Global Distribution Head

Tim Stidham will lead the firm’s sales growth after joining from PFM Asset Management.

09.14.21