News

Extensive and timely coverage of the institutional industry.

Multi-Asset/Investment Advisor
Southern City Posts Investment Advisor RFQ

A Southern city is searching for a firm to oversee and strengthen its $180 million portfolio.

05.18.21
Asset Study/Review
Midwest Plan Adds Private Equity, Debt Allocations

A Midwestern public safety plan approved a new asset allocation policy that introduces maiden private equity and private debt targets at yesterday’s board meeting.

05.18.21
People Moves
Southwest Plan Losing CIO

The plan is losing its cio months after its ceo resigned.

05.18.21
In The News
Dodge & Cox Launches First New Fund In 6 Years

O’Shaughnessy Asset Management has introduced a set of new defensive and models on its custom indexing platform.

05.18.21
In The News
RIAs Are Just Not That Into ESG Investing -- At Their Peril, A New Study Says. That Makes A Leap: This Is The One Case Where The Customers -- Both RIAs And Their Clients -- Are Wrong.

Cerulli is the latest to question RIAs for ‘not fully understanding’ ESG as an emerging megatrend, which could lead to a potential disconnect with Next Gen investors.

05.18.21
In The News
Where Allocators Can Find Good Post-Pandemic Investments

Our panel suggested cobalt, building ground leases, sports franchise lending, and others.

05.18.21
In The News
Bill Gates Family Office Head Accused of Sexual Harassment in 2017

Michael Larson is in charge of managing Microsoft Corporation co-founder Bill Gates’ massive fortune for decades. Larson is the chief investment officer for the Bill & Melinda Gates Foundation. Michael Larson is in charge of Cascade Investment and was reportedly accused of sexual harassment in 2017.

05.17.21
Private Equity
New England Plan Makes PE Commitments

The plan approved two private equity commitments at its May board meeting.

05.17.21
Private Equity
Northeast Plan Begins PE Manager Search

The plan is looking to invest in three North American buyout strategies.

05.17.21
Industry News
Easterly To Acquire Stake In Snow Capital Mgmt.

The transaction is expected to close by July 1.

05.17.21