Investment outsourcing

Articles and Videos on Investment Outsourcing

  1. Private foundations report average 6.1% return in 2014 — report

    truePrivate foundations returned an average of 6.1%, net of fees, for the year ended Dec. 31, well below the 15.6% average for the same period in 2013, the Council on Foundations and the Commonfund Institute reported Thursday.

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  1. Another way to outsource: Buy a manager

    trueThe trend of outsourcing insurance assets has led some insurers to buy money management firms to not only serve their internal investment needs, but also sell outsourced investment services to other insurance companies, said Sunny Patpatia, president and CEO of Patpatia & Associates, Berkeley, ...

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  2. First Church of Christ, Scientist hires Covariance as OCIO

    trueFirst Church of Christ, Scientist, Boston, hired Covariance Capital Management to provide outsourced CIO services for the organization's $770 million investment portfolio.

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  3. Pension Protection Fund seeks ESG data provider

    truePension Protection Fund is searching for a provider of environmental, social and governance data to analyze its portfolio.

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  4. Northern Trust expands Canadian investment outsourcing unit

    trueTrang Lam was named vice president and senior client investment officer for Northern Trust Asset Management’s multimanager investment outsourcing unit in Canada.

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  5. Braintree Contributory Retirement on the hunt for first OCIO

    trueBraintree (Mass.) Contributory Retirement System is looking for an investment manager to provide outsourced CIO services.

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  6. San Mateo County commits $15 million to distressed debt fund

    trueSan Mateo County Employees' Retirement Association committed $15 million to Catalyst Fund V.

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  7. Investment outsourcing by the numbers

    trueSee the 10 largest managers and other statistics at a glance.

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  8. P&I investment outsourcing survey adds new data

    trueIn a continuing effort to help illuminate the trends in investment outsourcing, Pensions & Investments added three questions to its annual investment outsourcing survey: type of U.S. client; worldwide asset allocation; and chief investment officer.

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  9. As demand grows for OCIOs, new challenges also surface

    trueThe 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 challenges.

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  10. Outsourcing here to stay but will continue to evolve

    trueInvestment outsourcing has continued to evolve over the past five years as more institutional investors adopt the practice, according to sources that Pensions & Investments spoke with.

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  11. How needs changed for the Rockefeller Brothers Fund

    trueThe $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.

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  12. San Diego County pulls plug on OCIO Salient Partners

    trueSan Diego County Employees Retirement Association on Thursday terminated its investment advisory service agreement with Salient Partners, effective Aug. 15.

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  13. West Warwick Pension Fund hires Clearbrook as OCIO

    trueWest Warwick (R.I.) Pension Fund hired Clearbrook Global Advisors as outsourced CIO for the $27 million pension fund.

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