News

Extensive and timely coverage of the institutional industry.

Consultant/OCIO/Discretionary
Southern Alumni Association Seeks Discretionary Manager

The alumni association affiliated with a Southern university has issued an RFP seeking a discretionary investment advisor for its two funds as it is required to put the services out for bid every five years.

03.06.24
Private Equity
Northeast University Senior Investment Officer Departs To Launch Own Firm

The senior investment officer, which was responsible for portfolio construction and manager selection for the institution’s private equity assets, has left to launch his own private equity firm.

03.06.24
Consultant/OCIO/Discretionary
Western Funds Seek Financial Advisors

The funds have issued an RFQ seeking firms to provide financial advisory, investment consulting and risk transfer advisory services for its portfolios.

03.06.24
Consultant/OCIO/Discretionary
Calif. 457 Plan Rehires Consultant

The consultant has worked with the plan since 2017.

03.06.24
Consultant/OCIO/Discretionary
Southern College Foundation Issues Outsourced CIO RFP

The foundation has issued an RFP seeking an outsourced cio to determine its investment strategy, purchase and sell securities and provide performance monitoring for its endowment.

03.06.24
Industry News
Investment Firm Launches Outsourced CIO

The investment manager has launched an outsourced cio business for financial advisors and institutions.

03.06.24
Surveys/Studies
Selective Large-Cap Equity, Venture Exposures Key To Capturing Real AI-Generated Returns: Report

Market enthusiasm generated by the rapid development of new artificial intelligence products has may signal innovation and growth in the long term, though some of that enthusiasm may have led the markets to overvalue some public equity stocks or venture funds in the short-term, according to an outsourced cio.

03.06.24
Real Estate
Northeast Pension Adds Real Estate, PE Commitments

The pension plan made opportunistic real estate and buyout commitments totaling $275.5 million in January.

03.06.24
People Moves
Calif. Pension Hires Investment Officers

The two investment officers will begin in their new positions next week.

03.06.24
Small-Cap
New England Pension Posts Small-Cap Core RFP

The plan had been scheduled to issue the RFP for due diligence purposes.

03.06.24