News

Extensive and timely coverage of the institutional industry.

Multi-Asset/Investment Advisor
New England College Updates Investment Mgr. Search Timeline

The college has modified the timeline to conclude its search for a firm to advise and manage a portfolio to late December/early January from September/October.

10.27.22
Multi-Asset/Investment Advisor
New England College Foundation Issues Investment Services RFP

The foundation has issued an RFP seeking an investment manager for its endowment as its bylaws require the services be put out for bid every five years.

10.27.22
Multi-Asset/Investment Advisor
New England Town Seeking Mgr. For Educational Fund

The town has launched its search for an investment manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.

10.27.22
People Moves
Wealth Mgmt. Firm Appoints Five Wealth Mgrs.

The team will be led by a former Merrill Lynch managing director and senior portfolio manager.

10.27.22
Alternatives
Northeast Plan Discloses Alts. Commitments

The plan disclosed recent private equity, real assets and private credit commitments made in the last five months.

10.26.22
Real Assets
West Coast Plan Considering Diversifying Real Assets Portfolio

The plan’s consultant said there are additional strategies it might consider for diversification purposes.

10.26.22
Consultant/OCIO/Discretionary
Midwest 457 Plan Taps First Consultant

The plan engaged with a firm to provide retirement plan advisory services after issuing an RFQ in the second quarter.

10.26.22
Real Estate
Southern Plan Makes RE Commitment

The plan made a value-add real estate commitment for pacing purposes at yesterday’s board meeting.

10.26.22
Fixed-Income
Northeast Plan Begins Opportunistic Fixed-Income Search

The plan is searching for daily liquid opportunistic managers.

10.26.22
People Moves
Birch Run Investments Appoints Senior PM

He will manage total return fixed-income strategies.

10.26.22