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News

Extensive and timely coverage of the institutional industry.

Administrator/Record Keeper
Southeast City 457 Plan Selects Single Record Keeper

The plan selected a single record keeper for its 457(b) plans and two 401(a) plans, consolidating from its previous three.

10.07.21
Credit/Private Debt
Midwest Plan Makes Private Credit Hire

The plan hired one firm following finalist interviews at a special meeting held today.

10.07.21
People Moves
AXA IM Names Global Equity Head

He will lead a newly created fundamental and quantitative equity platform.

10.07.21
People Moves
Callan Hires Capital Markets Research V.P.

He will be responsible for the strategic planning efforts of Callan’s clients.

10.07.21
Industry News
Flexpoint To Acquire Clearstead

The transaction is expected to close in December.

10.07.21
People Moves
Lafayette Square Adds Origination MD

He will help source opportunities to provide capital to local businesses located in Louisiana, Mississippi, Texas and Oklahoma.

10.07.21
People Moves
Monroe Capital Hires Business Strategy MD

She will be responsible for firmwide strategy, product and corporate development.

10.07.21
In The News
Ontario Teachers Appoints Kathryn Fric As Chief Risk Officer

Ontario Teachers’ Pension Plan Board (Ontario Teachers’) announced that Kathryn Fric has been appointed as its new Chief Risk Officer effective November 1, reporting to President and Chief Executive Officer Jo Taylor.

10.07.21
Industry News
Investment Firm Names Co-CIO

Hire will work alongside co-cio’s to oversee all aspects of the Arlington, Va.-based firm’s investment process, portfolios and performance.

10.07.21
Consultant/OCIO/Discretionary
New England University Switches Consultants, Makes PE Commitments

A university in New England has hired a new general investment consultant for its endowment, replacing its incumbent following a more than decade-long relationship.

10.07.21
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Editor Picks
Northeast 457 Plan To Issue Fixed-Income RFP Southwest Retirement Plan Makes Mid-Cap Hire Texas Pension Adds Alts. Commitments
Searches And Hires
Mid-Atlantic County Schools DC Plans Seeking Record Keeper Northeast Pension Terminates Equity Managers Northeast 457 Plan To Issue Fixed-Income RFP

Financial Investment News is a key service provider for the asset management and financial services industries. For further details on our offerings, contact Victoria Dorage at [email protected]

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