Extensive and timely coverage of the institutional industry.
The firm has acquired a New England-based investment advisor and wealth management firm that has more than $500 million in assets.
The college is searching for a v.p. of finance and operations after its previous finance head left in late 2022 to join a nearby community foundation in the same role.
The search is for best practices purposes.
The plans are searching for investment advisory, custodial and record keeping services.
He joined Marquette Associates this month after working at Segal Marco Advisors for eight years.
The plan expects to issue an RFP this year seeking a core-plus fixed-income manager to handle between $100 million and $150 million.
The city hired two equity managers and three private markets firms.
The plan selected a manager after interviewing three finalists last month.
The firm had been scheduled to present today but decided against attending due to the city’s state of emergency.
The plan committed a total of $20 million to two funds offered by a private equity manager at its May 16 meeting.