News

Extensive and timely coverage of the institutional industry.

ESG
Sustainable Investment Market Expected To Grow In U.S. In Coming Years: Study

The recent report surveyed more than 250 managers and institutions using sustainable investment strategies.

01.16.25
People Moves
Wealth Management Firm Snags Callan Senior V.P.

One of Callan’s senior v.p.s left the firm at the end of the year to join a wealth management firm working with individuals, families and a select group of institutional clients as an investment consultant.

01.16.25
Consultant/OCIO/Discretionary
Southern Endowment Launches Investment Consultant Search

The investment consultant will oversee its approximately $2 billion portfolio after approving the RFP process in the fourth quarter.

01.16.25
People Moves
Southern University CIO Departs, Interim Named

The cio and treasurer left the institution in December after nine years of service and the university has named its assistant v.p. and deputy cio to the role on an interim basis.

01.16.25
MRI/Social Investments
Southern Endowment Launches Impact Investment Search

The endowment is looking to deploy capital in new impact investments targeting change for the nation’s working forests and forest-reliant communities.

01.16.25
Real Estate
Southern Pension Replaces Core Real Estate Manager

The plan has also terminated an underperforming international equity manager.

01.15.25
Multi-Asset/Investment Advisor
West Coast Agency Hires First Investment Advisor & Manager

The agency’s investment portfolio was previously managed in-house.

01.15.25
Small-Cap
Mid-Atlantic Pension Puts SCV Manager On Watch

The plan has placed a domestic small-cap value equity manager on watch due to consistent underperformance.

01.15.25
Multi-Asset/Investment Advisor
New England Town 457 Plan Issues Investment Advisor RFQ

The town is seeking investment advisory services for its $17.6 million 457(b) plan.

01.15.25
Industry News
Kudu Makes Minority Investment In Homestead

Kudu Investment Management has made a passive minority investment in farmland investment manager Homestead Capital.

01.15.25