In The News
The Hidden Dangers Of The Great Index Fund Takeover

BlackRock, Vanguard Group and State Street Global Advisors are the three most important players in corporate America, accounting for 22% of shares of the typical S&P 500 company, according to Bloomberg.

01.15.20
In The News
Pathway Closes $1 Billion for Private Credit Fund

Pathway Capital Management has closed on a $1 billion private credit fund, the firm announced. The Pathway Private Credit Fund II will provide debt financing in support of acquisition, recapitalization, refinancing and growth capital transactions sponsored by leading private equity firms.

01.15.20
In The News
Private Equity's Talent Challenge: Keeping It Out Of The Family

Family offices, which handle the wealth of the very rich and their kin, are increasingly poaching young talent from buyout firms, challenging the private equity industry’s claim as the destination of choice for aspiring dealmakers, Reuters reports.

01.08.20
Trends
2020 Traditional Investments Outlook

Expectations for the equity and bond markets in 2020 continue to be cautiously optimistic after a 2019 market that left bearish investors wishing they had kicked that sentiment down the road a year or two.

While many do not expect the market to perform in 2020 quite like it did in 2019, nonprofit investors are still not expecting their real spending targets to come under heavy pressure in the near-term as they gauge the economic cycle and its ability to sustain its growth trajectory.

01.02.20
In The News
Prescott Group Announces Closing Of Prescott Strategies Fund I

The fund closed with a total commitment of $63.4 million and will invest in real estate-related debt and equity positions.

12.09.19
Industry News
Fisher Fallout: Tracking Clients

This is an ongoing list of all actions and/or non-actions taken by Fisher Investments clients following the comments made by Founder Ken Fisher on Oct. 8.

12.06.19
Daily Feed
New America Alliance Names CEO

CalSTRS Portfolio Manager Solange Brooks named ceo of Latino organization.

11.21.19
In The News
4 Key Takeaways From Congress' Private Equity Hearing

A look at some key takeaways from Congress’s private equity hearing by Pitchbook.

11.20.19
Consultant/OCIO/Discretionary
CalPERS Retains Two Firms For Consulting Services

The California Public Employees Retirement System’s investment committee approved the recommended selections of Wilshire Associates and Meketa Investment Group for board consulting services.

11.19.19
In The News
Fossil Free Penn Members Shut Down Board Of Trustees Meeting

A protest by about 100 members of Fossil Free Penn shut down a Board of Trustees meeting on Friday, The Daily Pennsylvanian reports.

11.11.19