News

Extensive and timely coverage of the institutional industry.

Administrator - Bundled
Northeast 457 Plan Seeking Bundled Provider

The plan is seeking a firm to provide bundled provider services.

02.14.23
People Moves
Ara Partners Taps Managing Director

The firm has added a private equity veteran to its roster.

02.14.23
Alternatives
Northwest Fund Makes Commitments

The plan disclosed $668 million in total commitments with one new manager and twelve existing managers in the fiscal second quarter.

02.14.23
People Moves
Oaktree Adds Former Minnesota Executive Director/CIO To Board

He joined the firm’s board of directors last week after retiring from the Minnesota State Board of Investment in 2022.

02.14.23
Large-Cap
Southern Fund Terminates LCG Manager

The fund approved terminating a domestic large-cap growth equity manager due to underperformance and reinvesting the proceeds with an existing passive equity manager relationship late last year.

02.14.23
Asset Study/Review
Southern College Savings Plan Adds Balanced Fund To Watch List

The plan added a balanced fund manager within its advisor and direct plans to its watchlist due to underperformance.

02.14.23
Profiles
5 Questions With Reed College CIO Erik Bernhardt

Bernhardt has served as the Portland, Ore.-based college’s first-ever cio since 2019. He took the time to answer 5 questions with FIN News.

02.14.23
People Moves
Los Angeles Healthcare Institution Searching For MDs

The institution is looking to build out its investment team with a managing director for public investments and a managing director for private investments.

02.14.23
Consultant/OCIO/Discretionary
Western 529 Plan Issues Industry Consultant RFP

The college savings plan has issued its RFP seeking 529 industry consulting services due to the April 16 contract expiration of its incumbent provider.

02.14.23
MRI/Social Investments
Midwest Foundation Surpasses Target For Impact Fund

The foundation’s affordable housing impact has raised $13.5 million, exceeding its initial five-year fundraising goal.

02.14.23