News

Extensive and timely coverage of the institutional industry.

Profiles
Forthcoming Children’s Book Provides Access, Confidence In Financial Literacy

An institutional investment industry veteran has penned a new children’s book that aims to give children the confidence and access to become financially literate.

10.13.23
Multi-Asset/Investment Advisor
Rocky Mountain City Taps First Investment Advisor

The investment advisor will provide guidance in the management of the city’s approximately $53.7 million investment portfolio.

10.13.23
People Moves
Mercer Appoints President

He is responsible for the firm’s global health, wealth and career practices.

10.12.23
Non-U.S. & Global Equity
Texas Pension Plan Hires Global Growth Manager

The plan completed a search for global growth equity managers today following finalist interviews held last month.

10.12.23
People Moves
Matthews Taps New CIO

He will officially take on the role on Jan. 1 and succeeds CIO Robert Horrocks.

10.12.23
Credit/Private Debt
Pacific Northwest Pension Bolsters Credit Portfolio

The commitment, initially approved by the investment committee late last month, represents a new relationship for the plan.

10.12.23
Large-Cap
Southern City Pension Axes Large-Cap Core Manager

The plan’s domestic large-cap portfolio will now be passively managed.

10.12.23
Credit/Private Debt
Midwest Pension Plan Approves Credit Commitment

The pension plan made a private credit commitment to an existing manager relationship last week.

10.12.23
Credit/Private Debt
Florida Pension Makes Private Credit Commitment

The retirement system approved a $35 million commitment to a middle market senior loan fund at its board meeting yesterday.

10.12.23
People Moves
Wealth Manager Acquires Two Advisory Teams

The firm has added private advisory teams from Janney Montgomery Scott and Wells Fargo Advisors to its global wealth management team.

10.11.23