News

Extensive and timely coverage of the institutional industry.

People Moves
Morgan Stanley Wealth Management Loses 3 Advisors To Raymond James
Financial Advisors Derek Ciampini, David Moran and Wendy Coppola joined Raymond James Financial on
12.20.19
Multi-Asset/Investment Advisor
Florida City Seeking Investment Manager

A Florida city is looking for an investment manager to handle its nearly $400 million portfolio.

12.20.19
In The News
Harvest Partners Banks At Least $4 Billion For Latest Buyout Fund

Harvest Partners has gathered at least $4 billion for its eighth midmarket fund, making the vehicle the largest the firm has raised to date.

12.20.19
Alternatives
Texas Plan Bolsters Private Markets Portfolios

A Texas-based pension plan added follow-on commitments in private credit and private equity this week.

12.20.19
Mid-Cap
Great Lakes Plan Eyes Active Mid-Cap Mandate

A Great Lakes-based pension plan is considering the addition of an active mid-cap equity mandate.

12.20.19
In The News
Mormon Church Has Misled Members On $100 Billion Tax-Exempt Investment Fund, Whistleblower Alleges

A former investment manager alleges in a whistleblower complaint to the Internal Revenue Service that the Church of Jesus Christ of Latter-day Saints has amassed about $100 billion in accounts intended for charitable purposes, according to a copy of the complaint obtained by The Washington Post.

12.20.19
Industry News
Illinois To Consolidate Assets Of More Than 650 Local Pension Funds

More than 650 downstate and suburban public safety funds in Illinois with roughly $15 billion in total assets will be consolidated into two investment funds after Illinois Gov. J.B. Pritzker signed Public Act 101-0610 into law on Dec. 18.

12.19.19
People Moves
AXA IM - Real Assets Appoints Global Asset Mgmt. & Development Head

Laurent Lavergne has been appointed global head of asset management and development at AXA Investment Managers – Real Assets.

12.19.19
People Moves
BMO GAM Names EMD Co-Head

Valentina Chen has been named co-head of the emerging market debt team at BMO Global Asset Management.

12.19.19
Searches And Hires
Kentucky Plan Discloses Long-Only, PE Hires

A pension fund in Kentucky has disclosed domestic and emerging markets equity hires and private equity commitments.

12.19.19