News

Extensive and timely coverage of the institutional industry.

Industry News
Charles Schwab To Acquire USAA Investment Mgmt. Assets
The Charles Schwab Corporation has entered a definitive agreement to acquire the assets of
07.26.19
People Moves
Kennedy Capital Hires New Client Service Director

Janet Newcomb joined Kennedy Capital Management as its new director of client service on June 17.

07.26.19
Industry News
NWQ Small-Cap & Smid-Cap Value PM Departs

Phyllis Thomas left NWQ Investment Management as portfolio manager for its small- and small- to mid-cap value strategies on July 16.

07.26.19
Real Estate
West Coast Transit Plan Seeking Real Estate Managers

A transit pension plan in the West Coast has instructed its investment consultant to begin a real estate manager search.

07.26.19
Small-Cap
West Coast Plan To Approve Small-Cap Value Search; Narrows Int’l Equity Search

Plan will hear a recommendation to search for small-cap value managers as well as interview three international equity finalists at next week’s meeting.

07.26.19
Industry News
Colony Capital CEO To Step Down Following Digital Bridge Acquisition

Thomas Barrack Jr. will step down as ceo of Colony Capital and return to the position of executive chairman in approximately 18 to 24 months.

07.26.19
Alternatives
Texas Plan Makes Alt. Commitment, Redeems Another Fund

A Texas-based plan made an energy commitment and redeemed a hedge fund mandate this week.

07.26.19
People Moves
Montana CIO Departs For Penn State University

Joseph Cullen, cio of the $11.6 billion Montana Board of Investments, will become the new cio at Pennsylvania State University on Sept. 16.

07.26.19
People Moves
Eaton Vance Names Chief Technology Officers

Eaton Vance Corporation has appointed two chief technology officers for its Parametric Portfolio Associates, Eaton Vance Management and Calvert Research and Management investment affiliates.

07.25.19
Industry News
Texas Fire Plan Seeking Senior Investment Analyst

Position will have responsibilities for private markets and public markets.

07.25.19