News

Extensive and timely coverage of the institutional industry.

ESG
West Coast University Weighs Revamping Environmental, SRI Guidelines

The university is considering replacing an existing ban on securities tied to oil and gas companies within two of its investment portfolios with more flexible environmental and societal impact investment guidelines.

11.12.25
Consultant/OCIO/Discretionary
Northeast University Foundation Retains Consultant Following Search

The university retained its incumbent investment consultant to conclude its search from the first quarter for a firm to monitor, manage and grow its portfolio.

11.12.25
Multi-Asset/Investment Advisor
Western Foundation Hires New Investment Advisor

The foundation hired a new firm over its incumbent advisor to provide investment advisory and management services for its endowment and fiduciary fund following a search.

11.12.25
Administrator/Record Keeper
Calif. 457 Plan Rehires Record Keeper

The deferred compensation plan received seven proposals in response to an RFP issued in April.

11.12.25
People Moves
West Coast Pension Appoints Investment Director

The retirement system added an investment director to its risk mitigating strategies portfolio team.

11.12.25
Industry News
California County Begins CEO Search

The plan’s current ceo is retiring next year.

11.12.25
Industry News
Clearlake To Acquire Pathway Capital Management

The transaction will more than double Clearlake Capital Group’s assets under management.

11.12.25
Alternatives
New England Pension Narrows PE Secondaries Search

The plan also made two private credit commitments in September.

11.12.25
Consultant/OCIO/Discretionary
Chicago DC Plan Retains Investment Consultant

The deferred compensation plan had issued an RFP for the services this summer.

11.12.25
REIT
Rocky Mountain Board Swaps Real Estate Mgrs.

The board replaced its sole real estate manager last month due to organizational concerns and a decline in assets.

11.10.25