Investment outsourcing

Wilshire Consulting promotes head of investment research to CIO

Wilshire Consulting promotes head of investment research to CIO

Steven J. Foresti, a managing director at Wilshire Consulting, was named chief investment officer.

June 01, 2015 | 04:56 pm

2 teams of researchers share AQR Insight Awards

Two sets of researchers were named co-winners of the $100,000 prize in AQR Capital Management's Insight Awards for their papers on currency carry trade strategy and an options-based approach to...

May 28, 2015 | 04:11 pm
Complex investing makes outsourcing top priority for foundations

Complex investing makes outsourcing top priority for foundations

Consultants have long played a role in helping private foundations invest their assets, with 77% of organizations with $500 million or more in assets using them, according to a 2013 Council on...

May 04, 2015
Commonfund's new CEO lays out her vision

Commonfund's new CEO lays out her vision

Catherine M. Keating, Commonfund's new CEO, said one of the firm's biggest challenges will be navigating the next phase of the market cycle.

May 04, 2015
Mercer’s OCIO business hires CIO for endowments and foundations

Mercer’s OCIO business hires CIO for endowments and foundations

Kenneth Shimberg was named U.S. endowment and foundations chief investment officer for outsourced CIO services at Mercer Investments, spokeswoman Alayna Francis said.

May 01, 2015 | 12:54 pm
Wurts takes on new name Verus

Wurts takes on new name Verus

Wurts & Associates is changing the name of its business to Verus.

April 13, 2015 | 02:56 pm

San Francisco City & County commits $50 million to Blackstone fund

San Francisco City & County Employees’ Retirement System committed up to $50 million to Blackstone Capital Partners VII.

April 09, 2015 | 03:29 pm

Canadian workers’ compensation plan looking for consultant to assist in OCIO search

Workplace Health, Safety and Compensation Commission, St. John’s, Newfoundland and Labrador, is searching for an investment consultant to help the C$1 billion ($796 million) workers’...

April 01, 2015 | 03:48 pm

John Heathcoat pension fund selects Punter Southall for actuarial, investment services

John Heathcoat Pension Scheme hired Punter Southall to provide actuarial, administration, risk and investment services.

March 25, 2015 | 11:48 am

Waltham Contributory Retirement in hunt for manager of managers or OCIO

Waltham (Mass.) Contributory Retirement System is seeking proposals from investment managers to provide either manager-of-managers or outsourced CIO services.

March 24, 2015 | 12:40 pm

Mercer AUM up 34% in 2014

Mercer’s global assets under management reached $115.5 billion as of Dec. 31, up 34% from the end of 2013.

February 26, 2015 | 02:17 pm

San Diego County makes offer to management consultant in move away from OCIO

David B. Wescoe, president of exchange-traded fund manager Efficient Market Advisors, is being offered the position of contracted organizational management consultant to assist with the hiring of...

February 19, 2015 | 06:26 pm
Turnover sours Analytic's Super Bowl prediction

Turnover sours Analytic's Super Bowl prediction

It's two years straight for alpha over value as the New England Patriots won Super Bowl XLIX 28-24 against the Seattle Seahawks. The Seahawks were the value choice of Analytic Investors LLC in its...

February 09, 2015

Illinois Municipal adds to AEW, Invesco core real estate funds

Illinois Municipal Retirement Fund, Oak Brook, committed an additional $70 million to AEW Core Property Trust (U.S.), managed by AEW Capital Management, and an additional $30 million to Invesco Core...

January 30, 2015 | 10:27 am

Royal Oak Retirement Systems taps SEI as partial outsourced CIO

Royal Oak (Mich.) Retirement System hired SEI Investments as its investment consultant with some discretionary authority.

January 30, 2015 | 02:10 pm