Searches And Hires
Western College Foundation Seeking Investment Mgmt. Services

A Western college foundation is seeking investment management services for its restricted and unrestricted investments.

05.15.20
People Moves
Marquette Associates Hires Philadelphia University Investment Staffer

Marquette Associates has added an investment staff member from a Philadelphia-based university.

05.14.20
Announcements
Western Consulting Firm Expanding East; Hires Local Managing Director To Head New Office

An investment consultant and outsourced cio in the West is expanding to the Midwest and East Coast with the opening of a new office in Pittsburgh.

05.14.20
In The News
GoldenTree Announces Closing of $503 Million CLO Under GLM Strategy

GoldenTree Loan Management (“GLM”) and its affiliated investment manager GoldenTree Asset Management (collectively “GoldenTree”), announced the closing of a $503 million collateralized loan obligation (“CLO”) to be managed by GLM.

05.11.20
In The News
Lombard Odier Investment Managers Launches Global FinTech strategy

Lombard Odier Investment Managers (“LOIM”) has expanded its global trends offering with the launch of a new FinTech strategy, which aims to invest in the companies leading the technological and digital transformation of the financial services sector.

05.11.20
In The News
Corporate Debt, Distress And More Borrowing

The coronavirus has upended the $8 trillion corporate bond market. Shutdowns have sparked an explosion of new bond sales, fueled by companies trying to borrow their way through a sharp economic downturn.

05.11.20
In The News
Wallace Global Fund Awards $1.2M To COVID-19 Response, Will Pay Out 20% Of Assets In 2020

As pressure builds on philanthropy to respond to the disastrous social and economic effects wrought by COVID-19, the Wallace Global Fund is calling on philanthropic foundations to significantly increase their grantmaking beyond the 5% required by law.

05.08.20
Consultant/OCIO/Discretionary
Western State Trust Retains Investment Consultant

A trust fund in a Western state retained its investment consultant at its board meeting this week.

05.07.20
Alternatives
Facing New Challenges, Institutions Increasing Alternatives Allocations: Report

A difficult operating environment and the challenge of meeting return targets is changing the way healthcare systems approach asset allocation and portfolio structuring, according to new research.

05.07.20
Asset Study/Review
Midwest University Revises Asset Allocation

A Midwestern university adapted a new asset allocation mix last month.

05.07.20