News

Extensive and timely coverage of the institutional industry.

Domestic Equity
Southeast Plan Moves Half Of Smid-Cap Portfolio To Passive

A Southeastern pension plan approved moving 50% of its domestic small- to mid-cap equity portfolio to passive management at a meeting today.

12.10.20
Bank Loan
West Coast Plan Slates U.S. Bank Loan Manager RFP; Rehires Consultant

A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.

12.10.20
Industry News
Institutions Trend Toward Private Assets, Active Management Amid Market Uncertainty: Survey

Investors make these changes as they wait for global economy to recover.

12.10.20
Asset Study/Review
Midwest 529 Plan Moves Toward Foreign Stocks And Bonds

A 529 plan based in the Midwest has adjusted its asset allocations.

12.10.20
Industry News
Firm Acquires Investment Advisory Group

The acquisition will expand the firm’s wealth management business.

12.10.20
Industry News
Firm Commits to Net Zero Emissions

The company expects to achieve the goal by 2050.

12.10.20
Consultant/OCIO/Discretionary
Southern University Selects Consultant; Transitions Passive Equity Mandate

A university based in the South has selected an investment consultant to wrap up its search from the first quarter.

12.10.20
Multi-Asset/Investment Advisor
Western 529 To Consider Program Manager RFP, Watchlist Recommendations

A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.

12.10.20
Industry News
Firm Appoints Chief Transformation Officer

A company has appointed an existing staff member to the new role.

12.10.20
Consultant/OCIO/Discretionary
Great Plains Nonprofit Seeks Investment Consultant

A nonprofit based in a Great Plains state has issued an RFP for an investment consultant.

12.10.20