News

Extensive and timely coverage of the institutional industry.

Multi-Asset/Investment Advisor
New England College Foundation Issues Manager RFP

The foundation is looking for a firm to manage its investment portfolio and $62,000 cash and money market portfolio, including executing trades, providing custody of securities, collecting income and providing cash flow analysis.

06.14.23
Consultant/OCIO/Discretionary
New England Foundation Issues Consultant RFP Following RFQ Process

The foundation issued its RFP seeking an investment consultant to provide non-discretionary services for its portfolio last week after it received submissions from 15 firms during an RFQ process from April.

06.14.23
High-Yield
Northeast Pension Plan Concludes HY Bond Search

Pension division issued an intent to award notice in a high-yield fixed-income manager search launched in 2021.

06.14.23
In The News
Academia’s Wealth Stratification Drives the Decline in Reporting Endowments

It is startling that participation in the NACUBO survey has steadily declined since FY 2017. Why is the number of participants decreasing every year? Why is the decrease closely correlated with endowment size? What does that correlation reveal about wealth stratification in higher education?

06.14.23
Passive Fixed-Income
Northeast Pension Launches Index, Transition Advisor RFQs

The pension plan is seeking passive index and transition advisory services as it readies a long-awaited transition out of a larger fund.

06.13.23
Fixed-Income
Mid-Atlantic Pension Plan Conducting Core Bond Search

The retirement plan is looking to replace an existing core-plus fixed-income manager.

06.13.23
People Moves
Bow River Capital Forms Credit Team

The alternative asset manager has formed a three-member private credit team.

06.13.23
Domestic Equity
Calif. County 457 Eyes Domestic Equity Mgr. Hires

The plan will consider hiring two domestic equity managers to replace existing mandates with the same firm.

06.13.23
International / Global / Emerging Markets
Southern Teachers Pension Hires Two Int’l Equity Managers

The retirement system also terminated an international growth equity mandate.

06.13.23
People Moves
WTW Appoints Global Investments Head

Appointment comes in anticipation of the incumbent’s impending retirement.

06.13.23