News
Extensive and timely coverage of the institutional industry.
The plan replaced a domestic large-cap equity fund with a social index fund as the previous manager had been on watch for performance concerns.
The fund has issued an RFP seeking an investment advisor to provide direct investment management and custodial services for its portfolio for standard due diligence purposes.
The healthcare system hired a new investment analyst in the second quarter to help oversee its private markets investments following the departure of a senior investment analyst.
The foundation hired its new cio from a Midwestern foundation, where they served as managing director for the last four years.
The institute has promoted its senior v.p. of finance and operations to senior v.p. and chief financial and operations as its previous finance head retired from the role.
The fund expects to hear recommendations to add private markets and real estate commitments next year.
The institution approved a new investment policy statement that bars corporate bonds, mutual funds and other types of fixed-income investments from the portfolio in December.
A partnership of independent fiduciary wealth management firms has named a new ceo to take over in February.
The system has issued an RFQ for firms to provide investment advisory services for its 401(a) and 457(b) retirement and deferred compensation plans.
The Western boutique investment firm has entered into an agreement to acquire a Memphis-based investment manager’s approximately $650 million in assets.