October Three Acquires Broker Education Provider
Broker Educational Sales & Training content will be integrated into October Three’s Retirement Learning Center.
News
Service Providers Rolling Out Tools Needed for Total Portfolio Approach
Private markets data are emerging as a blind spot for allocators seeking a holistic view of an entire portfolio, so products are being tailored to help.
BlackRock Sees Strong Institutional Demand for Private Credit
The asset class, along with infrastructure, drove the firm’s inflows during the first quarter, while executives downplayed woes related to investor BDC redemptions.
Manager Selection Seen Driving Return Dispersion
Endowments and foundations with similar asset allocations are experiencing a divergence in returns, according to OCIO Analytics.
UK’s Largest Pension Fund Acquires Majority Stake in Private Credit Firm Venn Partners
The Universities Superannuation Scheme aims to help ease the domestic housing crisis by supporting the development of affordable housing.
Nest Awards Crescent Capital $605M Direct Lending Mandate
The investment is part of the pension plan’s aim to allocate 30% of its portfolio to private markets by 2030.
IMCO Returns 7.4% in 2025, With AUM Reaching $65B
The Investment Management Corp. of Ontario posted strong returns in public equities, but subdued results from alternatives.
La Caisse Forms Joint Venture to Acquire European Logistics Properties
The Quebec-based pension and industrial REIT manager Prologis plan to deploy $1.17 billion.
Former Regional Director to Return to SEC as Head of Enforcement
Securities lawyer David Woodcock will return to the Securities and Exchange Commission to lead the division, effective May 4.
Mercer Reshuffles Senior Investment Leadership to Drive Client Impact
The firm created and filled the new role of CIO for global alternatives and named a US CIO, as well as a global head of multi-asset and head of investment partnerships.
Morgan Stanley’s OCIO Boss Sees Scale, Differentiation Supporting Growth
Sona Menon, Morgan Stanley Wealth Management's head of OCIO, says growth is strong among retirement, high-net-worth, endowment and foundation clients, with growing interest from insurers.
OCIO Fiducient Advisors Acquires Plan Consultant Axia Advisory
The retirement plan consultant brings $1.9 billion in assets to the growing firm.
Proposed Federal Budget for Fiscal 2027 Would Cut Staff, Funds for SEC, CFTC
The plan would further affect agencies already grappling with reduced staffing.
MetLife Investment Management Hires New Head of Real Estate, Agriculture From Blackstone
Beginning in October, Andrea Drasites will lead $108.9 billion in real estate investments at the asset manager.
MSCI Buys Secondaries Market Data Company PM Insights
With the purchase, the index provider seeks to bring transparency to private market pricing, valuation, transaction and liquidity data.