Non-U.S. & Global Equity
Mid-Atlantic 529 Program Dropping China Investments From EME Portfolio

The program has adopted a proposal from its state treasurer to transition the emerging markets investment option in its select plan to a fund that excludes investments in China-based companies due to ongoing geopolitical tensions and significant investment risks.

04.24.24
Asset Study/Review
Yale Updates Assault Weapons Divestment Policy To Include Manufacturers

The university’s board of trustees expanded the assault weapon divestment policy to cover assault weapons manufacturers that engage in retail activities to the general public.

04.24.24
Multi-Asset/Investment Advisor
Western Funds Select Finalist In Financial Advisor Search

The funds have completed the evaluation process and selected a finalist in its search for firms provide financial advisory, investment consulting and risk transfer advisory services.

04.24.24
In The News
Q&A with Jane Dietze

A question and answer with Brown University CIO Jane Dietze on the institution’s endowment, divestment and ethical investing.

04.19.24
Consultant/OCIO/Discretionary
Mid-Atlantic University Foundation Moves To Outsourced CIO Model

The system approved private equity and real assets commitments with existing investment managers within its endowment at its board meeting last month.

04.17.24
Alternatives
Southern Education System Approves Private Equity, Real Assets Commitments

The system approved private equity and real assets commitments with existing investment managers within its endowment at its board meeting last month.

04.17.24
Administrator - Bundled
Southwest University System Wraps Up Search For Retirement Plan Record Keeping, Investment Services

The system selected two managers to wrap up its search for firms to provide lead record keeper, investment, administrative and participant services for its more than $5 billion in retirement assets.

04.17.24
People Moves
Southern Foundation Names Next CEO

The foundation has hired a new ceo to handle its day-to-day oversight and leadership and help guide its strategic direction after its ceo retired last year.

04.17.24
People Moves
Western Health Foundation Wraps Up Investment Manager Search

The foundation recently hired an investment manager to assist in the oversight and management of its portfolio following a search from 2023.

04.11.24
People Moves
Western Institute To Search For Investment Head As CIO To Step Down

The institute will conduct a search for a cio as its investment head is expected to step down from the role later this year to focus on their various board, teaching and philanthropic endeavors.

04.11.24