Features/Profiles
Seeing The Vision: Adding An LGBTQ+ Lens To Investing

As demographics shift and a new generation of investors emerge, interest in making change and impact through invest­ments is more relevant than ever, and soon, investors will need to update their prescription to see a brighter future – one seen through a more inclusive lens.

06.05.24
Compliance Column: EXAMS Risk Alert: Marketing Rule Observations
Columns
Compliance Column: EXAMS Risk Alert: Marketing Rule Observations

It feels as though we have all been waiting eons for EXAMS to release a helpful risk alert for the new Marketing Rule.

06.05.24
Guest Column: The Evolving Landscape Of Third-Party Marketing
Columns
Guest Column: The Evolving Landscape Of Third-Party Marketing

The third-party marketing (3PM) industry, much like the broader financial services sector, has undergone significant changes over the past few decades.

06.05.24
Chicago Teachers Aims To Bolster Real Estate Portfolio
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Chicago Teachers Aims To Bolster Real Estate Portfolio

The $12.5 billion Public School Teachers’ Pension & Retirement Fund of Chicago will vote on a 2024-2025 fiscal year real estate pacing plan that includes consideration of a search for new minority-, women- and disabled-owned managers.

06.05.24
Cook County Pension Seeking Emerging Real Estate Mgrs.
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Cook County Pension Seeking Emerging Real Estate Mgrs.

The $12.7 billion Cook County (Ill.) Pension Fund is searching for real estate emerging managers.

06.05.24
Extensive and timely coverage of the institutional industry.
People moves, industry news, and searches that gives you invaluable intelligence and up-to-date information on defined benefit plans and foundations and endowments.
Northwest Area Foundation Seeks Diverse Managers
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Northwest Area Foundation Seeks Diverse Managers

The Northwest Area Foundation is looking to allocate more of its approximately $484 million endowment to diverse-owned managers and impact investments within Native American communities.

06.05.24
Community Foundation Hires Bivium Westfuller As OCIO
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Community Foundation Hires Bivium Westfuller As OCIO

The Oak Park-River Forest Community Foundation has outsourced the management of its $35 million investment portfolio to a discretionary advisor.

06.05.24
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