News

Extensive and timely coverage of the institutional industry.

Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFP

The college is seeking an investment advisor to provide strategic advice and management of bond proceeds throughout the life of the bond.

09.18.24
Asset Study/Review
West Coast Plan Revises A/A; Adds Real Assets Strategy

The organization pivoted its asset allocation toward domestic large-cap equities as part of revisions and also added a real assets strategy.

09.18.24
People Moves
Western Foundation Eyes Analysts

The foundation is searching for an investment analyst and investment operations analyst to help oversee and manage its portfolio.

09.18.24
People Moves
Northeast Trust Searching For Investment Associate

The fund is searching for an investment associate to assist in the oversight and management of its investments, including assisting with due diligence of prospective investment managers.

09.18.24
Surveys/Studies
Large Endowments Represent Best Opportunity For Managers: Report

Traditional asset managers looking to capture the growth of the endowment institutional channel will need to be highly targeted in their approach for winning mandates as new research finds large endowments with more than $1 billion in assets under management represent the best opportunity.

09.18.24
Administrator/Record Keeper
Alaska 457 Plan Seeking Provider

The city expects to award a contract by Dec. 1.

09.18.24
International / Global / Emerging Markets
Midwest Plan Terminates International Growth Equity Fund Due To Leadership Change

The plan has terminated an international growth equity fund after placng the manager on watch due to upcoming leadership changes and reinvested the assets with an existing manager in the portfolio.

09.18.24
People Moves
Specialized Manager Hires Capital Markets Head

The firm has hired a senior managing director and head of capital markets to serve on its executive committee and help guide the next phase of strategic growth.

09.18.24
Industry News
SEC Charges 11 Firms For Reporting Failure

Two of the firms were also charged with failing to report large trader transactions.

09.18.24
Asset Study/Review
Midwest University Revamps Endowment, Retirement Plan A/As; Retains Consultant

The university approved a new investment policy with asset allocation changes for its endowment, including increases to global equity and private equity, and its retirement plan, including an increase to private debt.

09.18.24