In The News
Aegon Real Assets US Closes $151 Million LIHTC Fund

Aegon Real Assets US announced the closing of a $151 million national low-income housing tax credit (LIHTC) fund sponsored by Aegon RA, a member company of Aegon Asset Management, the global group of asset managers affiliated with Netherlands-based Aegon N.V.

08.13.19
Surveys/Studies
Performance Leading Community Foundations To Shift From Alternatives, Reduce Spending: Survey

Foundations continue to shy away from alternative asset classes and have reduced spending in light of lower expected returns, according to a recent study from an investment consulting firm.

08.08.19
Credit/Private Debt
Western State Plan Considers Manager Changes, Adding New Investments

A Western state plan is considering altering its portfolio along with changes to its investment manager roster at its board meeting today.

08.08.19
Industry News
Rockefeller Capital Mgmt. Adds Two Senior Advisors

Rockefeller Capital Management is adding two senior advisors to advise the firm on creating long-term strategic solutions for clients, institutions and communities.

08.08.19
Administrator/Record Keeper
Mississippi 529 Hires Consultant, Third-Party Records Administrator

A Mississippi 529 plan recently rehired its investment consultant and third-party records administrator for its trust fund.

08.08.19
Equity
Pennsylvania Foundation Adjusts Portfolios

A foundation in Pennsylvania has added investments with two managers and another with a local public utility company.

08.08.19
Administrator/Record Keeper
New England Fund Hires Retirement Plans Consultant

A Rhode Island fund overseeing the state’s system of public higher education hired a firm to provide employee benefits consulting services for its retirement plans.

08.08.19
Industry News
Missouri Plan Seeks Investment Researcher

A Missouri-based benefit plan is looking to hire an assistant v.p. of investment research.

08.08.19
Multi-Asset/Investment Advisor
Missouri Nonprofit Seeks Planned Giving Investment Manager

A Missouri-based nonprofit is looking for an investment management and administrative services provider for its annuity pool and planned gift program.

08.08.19
Industry News
Maine Foundation Adds Investment Heads, Health Director to Board

A Maine-based community foundation recently added three individuals to its board of trustees.

08.08.19