News

Extensive and timely coverage of the institutional industry.

Asset Study/Review
Midwest Plan Adjusts Fund Manager Roster

A plan based in the Midwest has adjusted its investment manager lineup.

01.07.21
Administrator/Record Keeper
New England Fund Seeks Retirement Plans Record Keeper

A fund based in New England has issued an RFP seeking a record keeper for its retirement plans as it looks to implement a single provider configuration.

01.07.21
Industry News
Credit Firm Acquires Investment Advisor

Advisor’s management team will join a new platform at the private credit firm.

01.07.21
Administrator - Bundled
Southern Plans Searching For Program Manager

Plans based in the South are searching for a firm to provide program manager services due to the impending contract expiration of its current provider in the third quarter.

01.07.21
In The News
BNP Paribas Appoints Credit Suisse Asset Management To Serve As Allocation Agent For The Multi-Factor Diversified Strategy Index

BNP Paribas, a premier global bank, announces today it has appointed the Quantitative Investment Strategies group of Credit Suisse Asset Management (CSAM QIS) to serve as the allocation agent for the CSAM QIS Dynamic Multi-Factor Diversified Strategy (the “DMD7”) index.

01.07.21
In The News
Kayne Anderson Capital Advisors Successfully Closes Kayne CLO Partners Fund II With Over $600 Million In Limited Partner Commitments

The Fund reached its hard cap of $500 million and when including employee capital and a separate account totals over $600 million of investable capital, more than three times the size of its predecessor fund, KCLOP I, which closed in 2018.

01.07.21
Industry News
Mid-Atlantic University Foundation Names Next CEO

A foundation for a Mid-Atlantic-based university has named its next ceo following a search for the position from last year.

01.07.21
Industry News
Midwestern University Hires Director Of Investments

A university in the Midwest hired a director of investments to assist with investment policy and strategy, portfolio management and investment management last fall.

01.07.21
Industry News
Firm Acquires Investment Advisor

The firm’s acquisition is expected to close in the first quarter.

01.07.21
MRI/Social Investments
Great Plains University To Divest From Fossil Fuels

A university based in the Great Plains region has pledged to divest itself of all fossil fuel exposure within its investment portfolio over the next decade.

01.07.21