News

Extensive and timely coverage of the institutional industry.

People Moves
Mid-Atlantic Investment Mgmt. Company Promotes CIO

The company promoted its deputy cio to the role of investment head as its ceo and cio concentrates on leading the organization.

06.28.22
People Moves
Franklin Templeton Hires Senior V.P. & Consultant Advisor

The firm hired a senior v.p. and consultant advisor for U.S. institutional services to work with relationship management teams and serve as a liaison with clients and consultants with a focus on the firm’s alternative investment capabilities.

06.28.22
In The News
A Bull And A Bear Agree On A Rally, But How Long Will It Run?

JPMorgan’s Marko Kolanovic and Morgan Stanley’s Michael Wilson both see room for the S&P 500 to rise further. How durable is the bounce?

06.28.22
Asset Study/Review
Southern Fund Approves New Innovation Portfolio, Strategic A/A Targets

Innovation portfolio will house investments in emerging asset types that are innovative and/or disruptive and have no clear categorization.

06.28.22
Asset Study/Review
Midwest University Preps For A/A Study

The university is planning to conduct a strategic asset allocation study later this year after it terminated a global bond mandate and reallocated the funds to short-term bond and growth equity funds this month.

06.28.22
Asset Study/Review
New England Institution Approves New A/A; Discloses Pvt. Investment Commitments

Institution’s newly approved endowment asset allocation increases its target to private equity at the expense of hedge funds.

06.28.22
People Moves
Midwest Community Foundation Hires New Finance Head

The foundation hired a new finance head to oversee investment management, finances and accounting after its v.p. of finance left earlier this year for another opportunity.

06.28.22
Multi-Asset/Investment Advisor
West Coast Plan Rehires Retirement Plan Managers

The plan rehired its program manager and investment manager following a search from the first quarter due to the firms’ contract expirations.

06.28.22
People Moves
Eastern Plan To Lose Deputy Global Equity Director

The deputy director will leave the plan after 11 years.

06.27.22
Consultant/OCIO/Discretionary
Northeast Plan Reissues Private Markets Consultant RFP

Plan has to reissued an RFP for private markets consulting and back-office services in anticipation of a September contract expiration with its incumbent.

06.27.22