News

Extensive and timely coverage of the institutional industry.

People Moves
Income Research & Management Hires Biz Development Director

He will focus on furthering the firm’s institutional business development objectives in North America.

03.29.23
International / Global / Emerging Markets
New England Plan Concludes EME Search

The plan made a hire this week following finalist interviews held over the last two months.

03.29.23
In The News
White House to Call for New Midsize Bank Rules After SVB, Signature Failures

The White House is planning as soon as this week to recommend tougher rules for midsize banks, according to people familiar with the matter, after the collapse of two lenders earlier this month sent tremors through the banking system.

03.29.23
Multi-Asset/Investment Advisor
Mid-Atlantic Community College Foundation Retains Incumbent Advisor

The foundation opted to retain its incumbent investment advisor over three other finalists in a search from the third quarter.

03.29.23
People Moves
Global Mgr. Adds Partner To Climate-Focused PE Team

The firm has hired a partner to support its sustainable growth equity team, which focuses on late-stage venture and growth equity investments in companies that have positive economic and climate outcomes.

03.29.23
Private Equity
Private Equity Firm Closes Sixth Private Equity Fund At Hard Cap

The firm closed its sixth private equity fund, which will target technology, business services, medical and industrial sectors, above its target.

03.29.23
People Moves
Western University Seeks Investment Risk Mgmt. Officer

The university is searching for an investment risk management officer to oversee the design and implementation of data infrastructure.

03.29.23
People Moves
Insurance Company Asset Mgmt. Arm Adds MD, Senior Relationship Manager

The firm hired a managing director and senior relationship manager to help clients address their strategic investment challenges and contribute their fiduciary expertise to the firm’s global growth plans and expansion of its institutional client base.

03.29.23
Multi-Asset/Investment Advisor
Southwest University Seeks Investment Advisory, Mgmt. Services

The university has issued an RFP seeking a firm to help set its long-term investment and endowment strategy and develop an investment policy after conducting a similar search in 2021.

03.29.23
Consultant/OCIO/Discretionary
Mid-Atlantic Agency Seeks Retirement Plans Consultant

The commission has issued an RFP seeking a firm to provide retirement plan fiduciary consulting services for its 401(a) defined contribution, 403(b) deferred compensation, 403(b) supplemental and 457(b) deferred compensation plans.

03.29.23