News

Extensive and timely coverage of the institutional industry.

People Moves
First Republic Hires Two J.P. Morgan Wealth Mgrs.

First Republic Investment Management has hired two managing directors and wealth managers to provide portfolio management, retirement planning, investment consulting and other wealth management services.

06.03.21
People Moves
BNY Mellon Names Sales Head, Regional President

BNY Mellon Wealth Management has appointed a head of sales – investor solutions to achieve new business growth.

06.03.21
Surveys/Studies
Institutions Focus On Risks Associated With ESG Factors Such As Regulation, Disclosure

Environmental, social and governance (ESG) risks are receiving greater attention from institutions, investors and regulators, however, new research finds that a limited number of companies are very effective at managing ESG risk.

06.03.21
People Moves
Chicago Plan Appoints Executive Director

A Chicago plan has hired a new executive director.

06.02.21
Consultant/OCIO/Discretionary
West Coast Deferred Comp Seeking Project-Based Consultant

The selected firm will assist in an upcoming record keeper search.

06.02.21
Asset Study/Review
Midwest Plan Approves A/A Targets; Hires Passive Mgrs.

New plan approved both interim and long-term asset allocation targets and hired two passive managers to assist with an impending transition of assets.

06.02.21
People Moves
Nuveen Appoints Two Equity PMs

The new portfolio managers will focus on growth equity and equity long/short strategies.

06.02.21
People Moves
Crossmark Global Investments Names CIO

The new hire was previously chief equity strategist at Nuveen.

06.02.21
Credit/Private Debt
New England Plan Taps 2 For New CLO Allocation

The plan hired two managers to handle its new collateralized loan obligations allocation at a board meeting today.

06.02.21
Searches And Hires
Southeast Plan Posts Core-Plus Fixed-Income RFP

The plan has launched a search seeking core-plus fixed-income managers to handle up to $10 million.

06.02.21