News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
West Coast 457 To Issue Stable Value Fund Consultant

The search is required due to the upcoming contract expiration of its incumbent.

07.19.21
Private Equity
Oxford Financial Launches Private Equity Team

The division will manage $500 million in assets initially.

07.19.21
People Moves
Lazard Hires CMO From Goldman Sachs

The CMO is responsible for the firm’s marketing efforts and brand strategy across its global asset management client base.

07.19.21
Consultant/OCIO/Discretionary
Rocky Mountain Program Hires Investment Consultant

A secure savings program in the Rocky Mountain region hired a general investment consultant last week.

07.19.21
Private Equity
Southern Utility Plan Makes Private Commitments

The plan concludes a private equity search initiated because it was under target.

07.19.21
People Moves
Moelis AM Appoints Biz Development Head

He will drive continued growth of existing businesses and identify future areas of interest among institutional investors.

07.19.21
People Moves
TerraCap Names Biz. Development Director

The new director will help strategize, develop and implement alternative investment initiatives.

07.19.21
In The News
Channing Capital Management Launches Its First Mutual Fund

The investable universe is primarily domestic small capitalization stocks with a focus on quality companies that the portfolio management team believes to be attractively valued.

07.19.21
Administrator - Bundled
Midwest City Seeking 457 Plan Bundled Services

The city is seeking proposals for record keeping, administration, investment platform and compliance services as well as investment advisory services for its 457 plan.

07.16.21
Daily Feed
Tenn. Plan Launches Record Keeper RFP

The city is searching for record keeping services for its 401a and 457 plans.

07.16.21