News

Extensive and timely coverage of the institutional industry.

Asset Study/Review
New England 529 Plan Removes Two Strategies From Advisor Plan

The plan removed an exchange traded fund and international equity fund from its advisor plan late last month after being notified of upcoming changes to the investment manager’s strategies.

03.07.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Retirement Plan Provider Services

The foundation has issued an RFP seeking an investment provider to offer 457/403b products and services, including custodial, record keeping, investment and customer service.

03.07.23
People Moves
New England University Adds Investment Director

The university added a director to the investment team overseeing its endowment in the fourth quarter.

03.07.23
Asset Study/Review
New England Plan Adjusts Asset Targets

A university based in New England approved new allocation targets for two of its portfolios.

03.07.23
Alternatives
Midwest Foundation Seeks Private Market, Impact Investments

The foundation is looking to add more private equity, real assets, special situation and impact-focused investments this year.

03.07.23
People Moves
Asset Strategy Consultants Co-Founder Dies

ASC Co-Founder Charles E. “Ted” Herget Jr. died on March 2.

03.06.23
People Moves
KSL Hires Investor Relations, Marketing Head

Firm has expanded its team with the hire of Ana Goizueta as head of investor relations and marketing.

03.06.23
Fixed-Income
Southeast Plan Approves Short-Duration FI Search, RE Commitment

The plan approved criteria for its short-duration fixed-income manager search and made an opportunistic real estate commitment for pacing purposes last week.

03.06.23
People Moves
NEPC Partner Retires

Christopher Levell retired this month after more than 18 years at the firm.

03.06.23
People Moves
West Coast Plan Adds To Credit Team

The professional began in his new position last month.

03.06.23