News

Extensive and timely coverage of the institutional industry.

Bank Loan
Calif. Pension Hires Bank Loan Manager

The plan began screening for several bond strategies earlier this summer.

10.10.24
Small-Cap
New England Pension Concludes Small-Cap Core Search

The city hired two firms on behalf of its three retirement funds, replacing an underperforming incumbent.

10.10.24
People Moves
Specialized Mgr. Promotes President, Names Senior Advisor

The firm has promoted a senior advisor to the fill-time role of president, while also appointing the founder of a financial and strategic advisory firm as a senior advisor.

10.10.24
Multi-Asset/Investment Advisor
Midwest Village Concludes Investment Mgr. Search

The village wrapped up a search for its first investment manager in May.

10.09.24
Searches And Hires
Western Fund Adds Int’l Equity, Private Equity, Private Credit Strategies

The trust fund approved new international equity, private equity co-investment and a private credit secondaries investments during its board meeting last week.

10.09.24
Searches And Hires
State Treasurer Selects Consultant, Custodian Following Searches

The treasurer’s office made selections in its investment consultant and investment custodian searches in the third quarter.

10.09.24
International / Global / Emerging Markets
West Coast Pension Makes Global Equity Hire

A total of four firms were interviewed at a board meeting today.

10.09.24
Industry News
Investment Firm Acquires Southeastern RIA

The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.

10.09.24
Consultant/OCIO/Discretionary
West Coast City Seeking Discretionary Investment Manager

The city is looking for a discretionary manager for its $350 million portfolio.

10.09.24
Credit/Private Debt
Private Credit Offers Opportunities Beyond Direct Lending: Investment Consultant

Nonprofit investors should look for niche private credit opportunities as they can provide portfolio diversification and strong yields with less beta market risk than mid-market direct lending strategies, which represent the lion’s share of the private credit universe.

10.09.24