The demand and interest for outsourced CIO services among foundations, endowments and corporate pension plans has increased dramatically each of the past few years. But with big growth comes big...
July 27, 2015
The $860 million Rockefeller Brothers Fund, New York, has used an outsourced CIO structure since 2007 after determining that running the portfolio internally was no longer a viable solution.
July 27, 2015
San Diego County Employees Retirement Association on Thursday terminated its investment advisory service agreement with Salient Partners, effective Aug. 15.
July 16, 2015 | 05:03 pm
West Warwick (R.I.) Pension Fund hired Clearbrook Global Advisors as outsourced CIO for the $27 million pension fund.
July 15, 2015 | 01:40 pm
Money managers are continuing to increase their cash holdings due to a weaker global economic outlook, particularly in China.
July 14, 2015 | 01:29 pm
Indiana Public Retirement System will reissue an RFP on June 29 for a record keeper for its $7 billion Annuity Savings Plan.
June 26, 2015 | 03:20 pm
Christopher M. Meyer was named managing principal at Truepoint Institutional Advisors, a new investment management division of Truepoint Wealth Counsel.
June 08, 2015 | 03:53 pm
Global outsourced insurance assets will reach $2.6 trillion by 2019, according to a Goldman Sachs presentation Tuesday at the Deutsche Bank Global Financial Services Investor Conference.
June 03, 2015 | 10:46 am
Chicago Transit Authority is searching for a third-party administrator for its 457 and 401(k) plans, and an outsourced CIO or investment consultant for its frozen supplemental defined benefit plan.
June 02, 2015 | 03:48 pm
Steven J. Foresti, a managing director at Wilshire Consulting, was named chief investment officer.
June 01, 2015 | 04:56 pm
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
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
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
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 & Associates is changing the name of its business to Verus.