News

Extensive and timely coverage of the institutional industry.

MRI/Social Investments
Northeast Religious Association Hires Firm To Help Implement Racial Justice Investing Plan

The association hired a firm to assist in implementing its racial justice investing plan following a search with its investment committee dividing the process into two phases with the first focused on training and evaluation and the second focused on investment consulting, which will require a future search.

09.08.22
Consultant/OCIO/Discretionary
Midwest Tribe Searching For Investment Consultant

The tribe is searching for an investment consultant to review the construction, fee structure and investment policy for its investment portfolio, while also evaluating the responsibilities of its fund managers.

09.08.22
Industry News
Investment Advisor Acquires Private Wealth Manager

The acquisition of the manager, which has $600 million in assets under management, closed on June 30.

09.08.22
People Moves
Private Equity Firm Appoints Biz. Development MD

The new managing director will lead business development for the firm’s strategic growth fund.

09.08.22
Consultant/OCIO/Discretionary
Western Trust Fund Searching For Consultant

The fund is searching for a non-discretionary investment consultant to assist in overseeing its investment management function, developing the investment policy and strengthening the board’s knowledge, skill and investment oversight responsibilities.

09.08.22
Surveys/Studies
Healthcare Systems Increase Risk Posture Following Robust 2021 Returns: Survey

Healthcare systems are increasing their risk posture this year after achieving robust returns in 2021 on the back of strong equity markets, a new survey shows.

09.08.22
Non-U.S. & Global Equity
Virginia Plan Axes Int’l Small-Cap Equity Manager

The plan first hired Highclere International Investors in 2019.

09.07.22
Non-U.S. & Global Equity
Southwest Plan Terminates Emerging Markets Mgrs.

The plan terminated an emerging market debt firm as well as an emerging markets equity relationship within its emerging manager program last month.

09.07.22
Consultant/OCIO/Discretionary
Northeast Plan Issues Consultant RFI

The plan, which has worked with its incumbent since 2001, has issued an RFI seeking an investment consultant.

09.07.22
Administrator - Bundled
Calif. Authority Posts DC Plan Administration RFQ

The selected firm will serve an initial one-year term beginning Jan. 1.

09.07.22