News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Investment Forum Seeks OCIOs For 2025 Survey

The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.

08.13.25
People Moves
Investment Manager Appoints Asian Equities Head

The firm has hired a head of Asian equities to lead its equity team across 10 markets and oversee investment process execution across Asia.

08.13.25
Consultant/OCIO/Discretionary
Northeast Foundation Outsources Investment Management

The foundation recently adopted a new discretionary investment model and away from its traditional consulting framework.

08.13.25
Surveys/Studies
Mission-Aligned Investors Need Not Sacrifice Returns: Report

Institutional investors can combat the narrative surrounding mission-aligned investments through aligning financial assets alongside strategic purpose without sacrificing returns, according to a newly released report.

08.13.25
People Moves
Lower Middle Market Firm Adds Senior Advisor

The firm has added the former ceo of an investment manager and the CAIA Association as a senior advisor to assist with investor relations, portfolio governance, educational initiatives and thought leadership.

08.13.25
Multi-Asset/Investment Advisor
Southern University System Issues RFP For Investment Mgmt. System

The system has issued an RFP seeking an investment management system that expands on the capabilities of its current systems for its cash and endowment pools.

08.13.25
Multi-Asset/Investment Advisor
Southeast Water District Taps New Investment Manager

The district hired a new firm to provide investment management services for its roughly $116 million in investments.

08.13.25
Alternatives
New England University Invests In Bitcoin ETF

The university has invested over $100 million in a bitcoin exchange traded fund within its endowment.

08.13.25
People Moves
Stockbridge Taps Managing Director

Paul Kolevsohn has joined Stockbridge as managing director to lead investment research and strategy.

08.13.25
Small-Cap
New England Pension Approves Small-Cap Equity RFPs

The retirement system has two domestic small-cap equity mandates up for bid.

08.13.25