Asset Study/Review
Southern Fund Considering New Strategic A/A Targets

The fund will consider new 2024 fiscal year strategic asset allocations that would increase its allocations to private equity and directional hedge funds, among other asset classes.

06.15.23
People Moves
Mid-Atlantic Institution Searching For Public Markets Mgr.

The institution is searching for an investment manager for public markets to participate in all aspects of its investment process from identifying and evaluating new investment opportunities through conducting due diligence meetings with potential managers.

06.15.23
Real Estate
Midwest University Invests Portion Of Endowment In Detroit Skyscraper

The university has invested a portion of its endowment in the real estate partnership that owns the art deco-style skyscraper and two adjacent surface parking lots and parking structure to take a majority ownership stake.

06.15.23
Venture Capital
Venture Manager’s Crypto Practice To Open First International Office This Year

The firm will open its first international office later this year, which will allow it to work closely with universities throughout the region to help provide talent and support to develop blockchain clubs and encourage blockchain-related curriculum.

06.15.23
People Moves
Impact Manager Adds Partner, Custom Strategies Head

The Northeast-based firm hired a partner and head of custom strategies to lead the expansion of its business and work directly with foundations, family offices and other asset owners to design, build, and deploy flexible mission-aligned capital.

06.14.23
People Moves
Global Mgr. Adds Two Senior Executives To Wealth Mgmt. Business

The firm recently hired two senior executives to further provide its wealth management clients with sophisticated portfolio strategies and customized wealth management solutions.

06.14.23
Large-Cap
Southern Endowment To Consider Large-Cap Growth Index Mgr. Search

The endowment will consider approving a search for a new domestic large-cap growth index manager at its board meeting next week due to the incumbent firm’s placement on an energy discrimination boycott list.

06.14.23
Multi-Asset/Investment Advisor
Midwest University Seeks Investment Mgmt. Services For Retirement Plans

The university is seeking a firm to provide investment management services for its retirement plans, monitor plan assets and provide general market and regulatory updates, among other responsibilities.

06.14.23
Consultant/OCIO/Discretionary
New England Foundation Issues Consultant RFP Following RFQ Process

The foundation issued its RFP seeking an investment consultant to provide non-discretionary services for its portfolio last week after it received submissions from 15 firms during an RFQ process from April.

06.14.23
In The News
Academia’s Wealth Stratification Drives the Decline in Reporting Endowments

It is startling that participation in the NACUBO survey has steadily declined since FY 2017. Why is the number of participants decreasing every year? Why is the decrease closely correlated with endowment size? What does that correlation reveal about wealth stratification in higher education?

06.14.23