News

Extensive and timely coverage of the institutional industry.

Industry News
Female PM Representation Remain Stagnant, But Inst’l Inflows Significant: Study

While there has not been any increase in the representation of female portfolio managers at asset management firms, some female-led portfolios saw significant institutional inflows during 2022.

03.08.23
Asset Study/Review
Rocky Mountain Plan Tweaks Asset Allocation

The plan increased its floating rate debt and real estate targets to 20% each in the third quarter.

03.08.23
Alternatives
Southeast Plan Picks Up Alternatives Searches

The plan will look to fill allocations to private equity, global infrastructure and real estate.

03.08.23
Consultant/OCIO/Discretionary
Northeast Plan Nears General, RE/Real Assets Consultant Hires

The plan is considering rehiring its general investment consultant and selecting a new consultant for its real estate and real assets portfolios.

03.08.23
Private Equity
Virginia Plan Bolsters PE Allocation

The plan committed to a new private equity manager last week.

03.08.23
People Moves
Emerging MoM Loses Senior V.P.

The senior v.p. joined in 2020 to bring fixed-income expertise to the firm.

03.08.23
People Moves
Investment Firm Institutional Equities Head

The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.

03.08.23
People Moves
Wealth Manager Adds Team From Morgan Stanley

The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.

03.08.23
People Moves
West Coast Foundation Searching For Private Investment Director

The foundation is searching for a director of private investments as its associate director for private investments left in late 2022 to join the investment management company of a Southern university.

03.08.23
Consultant/OCIO/Discretionary
Southwest 529 Plan Searching For Investment Consultant

The plan has launched a search for an investment consultant due to the upcoming contract expiration of its incumbent, which is allowed to rebid.

03.08.23