News

Extensive and timely coverage of the institutional industry.

People Moves
Segall Bryant & Hamill Promotes Assistant PM

He will help oversee small-cap core and small- to mid-cap equity strategies, the firm said.

02.19.21
Daily Feed
Windy City Plan Charts Infrastructure Pacing Plan

Plan will target $25 million to infrastructure for 2021-2022 and could issue an RFP if no existing relationships are out to market.

02.19.21
Large-Cap
Florida P&F Plan Taps New LCG Managers

The plan made selections following interviews with two firms due to underperformance from incumbent managers.

02.19.21
International / Global / Emerging Markets
Southeast Plan Slates EME Finalist Interviews

The plan selected three finalists in its shortlist search for an emerging markets equity manager at a meeting this week.

02.19.21
Real Estate
West Coast Plan Approves Real Estate Pacing Plan

A West Coast pension plan approved a real estate pacing plan at its board meeting yesterday.

02.19.21
In The News
Wilshire Phoenix Launches Innovative Gold ETF On NYSE Arca

Wilshire Phoenix, a leader of innovation in the financial services industry, announces the debut of the Wilshire wShares Enhanced Gold Trust (NYSE Arca: WGLD). WGLD tracks the Wilshire Gold Index, which seeks to outperform a stand-alone investment in gold and reduce its volatility without the use of any futures, leverage, or derivatives.

02.19.21
Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
In The News
KKR Executive’s Push To Spread Employee Stock Ownership Begins To Gain Traction

Giving a stake to workers makes them more engaged and creates a stronger culture, according to Pete Stavros, the buyout firm’s co-head of private equity for the Americas.

02.19.21
People Moves
Alger Loses Portfolio Manager

Their responsibilities will be assumed by other team members, a spokeswoman said.

02.18.21
Multi-Asset/Investment Advisor
Mid-Atlantic Utility Issues Investment Advisor RFP

A Mid-Atlantic power plan is searching for firms to advise on its OPEB trust, 401(k) and 457 plans, debt issuance and treasury investment portfolio.

02.18.21