Investment outsourcing

Articles and Videos on Investment Outsourcing

  1. DOL looking at conflicts of interest for consultants

    trueLabor Department officials are scrutinizing potential conflicts of interest when pension consultants with fiduciary responsibilities also manage a plan’s assets or recommend themselves for that role.

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  1. San Diego County Employees keeps outsourced CIO by 5-4 vote

    trueSan Diego County Employees Retirement Association board voted Thursday 5-4 to keep its contract with its outsourced CIO, Integrity Capital, a subsidiary of Salient Partners.

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  2. EFAMA: Investment fund assets rise 5.2% to €25.7 trillion in Q2

    trueGlobal investment fund assets rose 5.2% to €25.7 trillion ($35 trillion on June 30) for the second quarter, said the European Fund and Asset Management Association.

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  3. San Diego County reconsiders leverage, outsourced CIO

    trueThe next time Alice falls through the rabbit hole, she may find herself at a meeting of the San Diego County Employees Retirement Association as trustees struggle to make sense of a new asset allocation that they recently realized could be leveraged more than 200%.

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  4. Rockefeller fund uses outsourced CIO to help achieve mission-related investing goals

    trueA key part underlying the Rockefeller Brothers Fund’s process to divest its fossil-fuel holdings and shift its investments closer to its philanthropic aims was moving to an outsourced CIO structure.

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  5. Blue Hills vocation school issues call for outsourced CIO

    trueBlue Hills Regional Vocation School Retirement System is seeking an outsourced CIO for its investment portfolio.

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  6. Strategic Investment Group picks new CEO

    trueBrian Murdock was named CEO at Strategic Investment Group, said Deborah D. Boedicker, managing director.

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  7. Nova Scotia Workers' Compensation looking for outsourced CIO

    trueWorkers’ Compensation Board of Nova Scotia, Halifax, is searching for a firm to provide outsourced CIO services for the board, which has C$1.5 billion (US$1.4 billion) in assets.

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  8. Lombard Odier picks former BlackRock fiduciary management exec to target U.S. pension plans

    trueNancy Everett was hired at Lombard Odier Investment Managers to help build business from U.S. institutional money managers such as pension funds.

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  9. Hazleton, Pa., searching for investment manager for 3 pension plans

    trueHazleton (Pa.) Firemen's Pension, Police Pension and Non-Uniform Pension Plans are seeking an investment manager

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  10. Taking a wide-angle view of the outsourced CIO

    trueIt pays to hire an OCIO who understands the priorities and workings of the institution first and only then develops a custom investment strategy to fit.

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  11. West Warwick Pension Fund seeks investment consultant or outsourced CIO

    trueWest Warwick (R.I.) Pension Fund is searching for an investment consultant or outsourced CIO.

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  12. Oklahoma Teachers reports 22% fiscal year return

    trueOklahoma Teachers’ Retirement System, Oklahoma City, returned 22% net of fees for the fiscal year ended June 30, surpassing the 18.1% custom benchmark return.

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  13. Firms differ on value of performance reporting

    trueUnlike most other segments of the money management industry, investment outsourcing lacks standardized investment performance reporting.

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