News

Extensive and timely coverage of the institutional industry.

People Moves
Cliffwater Hires Inst’l Sales MD

The new hire will help build the firm’s private equity, and private credit discretionary and advisory businesses.

02.05.21
In The News
The Competing Factors Driving ESG Disclosures

There has been mounting pressure on mandatory ESG disclosure in recent years that may reach a precipice in 2021 with a new SEC Chairman.

02.05.21
Administrator - Bundled
Southeast School District Concludes Plan Admin. Services Search

The district rehired its administrator after issuing an RFP for the services in July.

02.04.21
Multi-Asset/Investment Advisor
Midwest Utilities DC Plans Seeking Investment Services

The organization is seeking either an investment advisor or manager to provide services for its 401(a) and 457 plans.

02.04.21
Fixed-Income
Northeast Plan Begins Core Bond Search; Readies Equity RFPs

The plan expects to conduct three total searches this year as part of a search scheduled from its consultant.

02.04.21
Non-U.S. & Global Equity
Windy City Plan Launches Global Low Vol RFP

Plan is seeking global low volatility equity managers to handle a 5% allocation to the asset class.

02.04.21
High-Yield
Brandywine Acquires Diamond Hill HY Team

The transaction is expected to close in the second quarter.

02.04.21
Fixed-Income
Lord Abbett Adds Fixed-Income MD

He will focus on commercial mortgage-backed securities.

02.04.21
International / Global / Emerging Markets
Consulting Firm Issues Asian Equity RFI

Firm is seeking information on China, China A shares and emerging markets Asia long-only equity strategies to broaden its database of managers.

02.04.21
People Moves
Summit Partners Adds Advisory Partner

He will assist with business development, new investment opportunities and growth strategies.

02.04.21