News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Mid-Atlantic Authority Begins Searches For DB, DC Plan Advisory Services

A Mid-Atlantic transit authority has issued RFPs seeking defined benefit and deferred compensation plan advisory services.

02.18.20
Daily Feed
What Went Right With The Chicago Laborers’ Fund? Another Multiemployer Pension Case Study

Time for some good news, for a change, or, rather, a bit of a case study with a multiemployer plan that is not headed toward insolvency, and is in fact in the “green zone” that designates healthy plans.

02.18.20
In The News
NYS Common Retirement Fund Reports Third Quarter Results

The New York State Common Retirement Fund’s estimated return in the third quarter of the State Fiscal Year 2019-20 was 5.28% for the three-month period ending Dec. 31, 2019, with an estimated value of $225.9 billion, according to New York State Comptroller Thomas P. DiNapoli.

02.18.20
In The News
Pamlico Capital Closes $1.4 Billion Fund V

PC V was well oversubscribed with demand from existing and new investors significantly exceeding the original $1.25 billion target.

02.18.20
In The News
How Much Are Most Colleges Paying in Endowment Tax?

Colleges and universities generally aren’t happy about the endowment tax, but many are paying less than the tens of millions of dollars reported by the country’s wealthiest universities, a review finds.

02.18.20
Emerging/Diverse Managers
Midwest Plan Hires Global Equity Emerging MoM

A Midwestern pension plan has hired an emerging manager-of-managers to run a global equity portfolio.

02.14.20
In The News
Odyssey Investment Partners Closes $3.25 Billion Sixth Investment Fund

Fund VI was oversubscribed and closed at its hard cap with significant upsizing by existing investors and by adding several new institutional investors.

02.14.20
Alternatives
Southwest Plan Bolsters Alts. Portfolios

A Southwestern pension plan approved non-core fixed-income, private equity and real estate commitments this week.

02.14.20
People Moves
Moody Aldrich Names Biz Development, Client Service Head

Multi-boutique investment firm Moody Aldrich Partners has hired Richard Bonzagni as head of business development and client service.

02.14.20
Passive Equity
Northeast Plan Posts Passive Large-Cap Equity RFPs

A Northeastern pension plan has issued its RFPs for passive domestic large-cap equity managers.

02.14.20