News

Extensive and timely coverage of the institutional industry.

Industry News
Lazard Acquires Truvvo Partners

The firms will form Lazard Family Office Partners, which will provide strategic advice, wealth planning and investment solutions across public and private markets.

03.03.23
Consultant/OCIO/Discretionary
Mid-Atlantic State Treasury Issues Consultant RFP

The Treasury is seeking a firm to assist investment staff in managing its $37.7 billion investment portfolios.

03.03.23
Administrator - Bundled
Southeast Community Districts Post Bundled Provider RFP

The districts are seeking the services for their 457(b) and 401(a) plans.

03.03.23
Asset Study/Review
Midwest Transit Plans Increase PE Targets

The plans increased their private equity targets after receiving an asset allocation study in October.

03.03.23
Asset Study/Review
Texas Plan Axes Emerging Market Debt

The plan eliminated a 5% target to emerging market debt and redistributed it amongst existing asset classes.

03.03.23
Alternatives
Airport Plans Adds Alts. Commitments

Plans added a re-up commitment to a private equity firm and a new commitment with a real estate firm this week.

03.03.23
Small-Cap
Southern Plan Begins Small-Cap Value Search

The plan’s incumbent manager will see its contract expire this year.

03.03.23
Fixed-Income
Great Lakes Plan Swaps Bond Managers

The plan made a change in domestic core bond managers due to underperformance from its incumbent.

03.03.23
Consultant/OCIO/Discretionary
Northeast School District Seeking Investment Consulting Services

The district is seeking the services for approximately $80 million to $100 million in operating and capital funds.

03.02.23
People Moves
Xponance Taps Biz Development, Consultant Relations Director

Marcy Rappaport has joined Xponance as director of business development and consultant relations.

03.02.23