Asset Study/Review
Southern Trust Fund Removes Firm From Watch

The fund removed a multi-asset class manager from watch as concerns surrounding organizational changes have subsided, while two firms saw their own watch status extended through February 2024.

05.18.23
Alternatives
Midwest University Considering Adding Currency Overlay Mgr., New VC Firm

The university will consider adding a currency overlay manager to take active positions in currencies and a venture capital strategy this week after increasing its target to the asset class in late 2022.

05.18.23
People Moves
Investment Advisor Adds Director To Research Team

The firm hired a director to serve as a senior member of its manager research group with a focus on private equity investments.

05.18.23
Alternatives
Southern University Considering VC Commitment, HF Redemption

The university will consider committing $10 million across three underlying funds with a venture capital manager and fully terminating its investment with a hedge fund manager for diversification purposes.

05.18.23
People Moves
Investment Mgmt. Firm Adds Investment Advisor & Wealth Manager

The firm has acquired a New England-based investment advisor and wealth management firm that has more than $500 million in assets.

05.18.23
People Moves
New England College Searching For Finance V.P.

The college is searching for a v.p. of finance and operations after its previous finance head left in late 2022 to join a nearby community foundation in the same role.

05.18.23
Asset Study/Review
Great Plains Fund Slates Leverage Education, A/A Review, RE Portfolio Restructuring

The fund expects to receive an education on portfolio leverage and portable alpha strategies this month before it reviews its strategic asset allocation this summer and restructuring its real estate portfolio later in the third quarter.

05.17.23
People Moves
Outsourced CIO Adds Deputy CIO

The deputy cio will focus on portfolio construction, manager research and business development.

05.16.23
People Moves
Investment Consultant Adds New Role To Lead Outsourced CIO Practice

The firm hired an industry veteran to serve as senior v.p. to lead its outsourced cio practice, implement best practices and expand business development.

05.16.23
In The News
Even as Harvard endowment shrank last year, its managers got big paydays

Deferred compensation swelled the payouts to Harvard’s top endowment managers in 2021, despite market conditions that would later lead to losses

05.12.23