News

Extensive and timely coverage of the institutional industry.

People Moves
Southern Trust Hires Senior PM From Nearby Retirement System

The senior portfolio manager will develop investment strategies and research, analyze and evaluate securities and other investment information to implement approved investment policies and programs.

04.10.24
Asset Study/Review
Calif. Association Adopts New Asset Allocation For Pension Plan, OPEB Trust

The board of investments adopted new asset allocation policies for both the pension plan and OPEB trust at its meeting today.

04.10.24
Credit/Private Debt
Southwest Plan Seeking Bank Loan, CLO Strategies

The searches result from a new strategic asset allocation.

04.10.24
Credit/Private Debt
Blue Torch Raises $2.3 Billion For Third Opportunities Fund

The fund closed with $2.3 billion in total investor commitments, exceeding its $2 billion target.

04.10.24
Industry News
Lone View Closes Inaugural Private Equity Fund

The fund received $850 million in total capital commitments from a diverse investor group.

04.10.24
People Moves
Clean Tech Firm Promotes Investment Director To Principal

Firm’s newly promoted principal will continue to manage the firm’s energy transition investments.

04.10.24
Non-U.S. & Global Equity
Michigan Pension Fills Out Global Equity Portfolio

The retirement system hired three global equity managers to replace its dedicated international and emerging markets equity allocations in the first quarter.

04.10.24
Administrator - Bundled
Northeast DC Plan Rehires Bundled Provider

The deferred compensation plan rehired its incumbent bundled provider to conclude a search launched last year.

04.10.24
Consultant/OCIO/Discretionary
Northeast Institution Issues Investment Consulting RFP

The university has issued an RFP seeking an investment consultant to serve as a discretionary advisor for its foundation’s endowment.

04.10.24
Multi-Asset/Investment Advisor
Pacific Northwest County Sticks With Investment Advisor

The county issued an investment advisor RFP in September and most recently rehired the incumbent in 2019.

04.09.24