Investment outsourcing

BofA: Managers stockpiling cash to financial crisis levels on China, eurozone concerns

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 to launch record-keeper search for annuity plan, allocates $190 million from DB plan

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
Fund Evaluation Group executive joins Truepoint Institutional

Fund Evaluation Group executive joins Truepoint Institutional

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
Goldman: Outsourced insurance assets market to grow 10% annually

Goldman: Outsourced insurance assets market to grow 10% annually

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 launches 2 searches

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
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