News

Extensive and timely coverage of the institutional industry.

Administrator/Record Keeper
West Coast DC Plans Issue TPA RFP

The system is looking for record keeping and other services on behalf of its 401(a) and 457(b) plans.

11.28.23
People Moves
J.P. Morgan Expands RE Fund Team

The expansion comes after the recent departure of the lead portfolio manager for the fund.

11.28.23
Administrator/Record Keeper
Southeast DC Plans Seeking Record Keeper

The plans conducted a similar search in 2019 that resulted in the hire of Voya Financial.

11.28.23
In The News
State bill calls for taxing wealthy private colleges with endowments over $1B

A group of local college students, along with a handful of Massachusetts lawmakers, are advocating to tax nearly a dozen elite Massachusetts colleges and universities, whose multibillion-dollar endowments they say should fund early and higher education opportunities for students beyond these campuses.

11.28.23
People Moves
GoldenTree Bolsters Corporate Strategy Capabilities

The newly created position reports to CEO Kathy Sutherland.

11.27.23
Credit/Private Debt
Michigan Pension Bolsters Private FI Portfolio

The plan added a private credit commitment at last month’s board meeting.

11.27.23
Consultant/OCIO/Discretionary
Southwest DC Plan Hires Investment Consultant

The plan received proposals from six consulting firms.

11.27.23
Small- to Mid-Cap
Southeast Pension Nears Smid-Cap Value Hire

The plan launched a search earlier this year to replace a former manager that was terminated.

11.27.23
Private Equity
West Coast Pension Makes Private Equity Commitment

The plan will also renew the contract of a manager currently on watch.

11.27.23
People Moves
TSG Hires Investor Relations Head

She leads the firm’s engagement with current and prospective investors.

11.27.23