Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.

02.22.23
Private Equity
New England University Adds Private Equity Commitment

The institution approved committing $10 million to a lower middle market buyout strategy managed by a new firm in late 2022.

02.22.23
Consultant/OCIO/Discretionary
Southwest Community College Issues RFP For Advisor To Provide Discretionary Services

The college has issued an RFP seeking investment advisors to provide discretionary portfolio management services for its operating and capital funds.

02.22.23
Emerging/Diverse Managers
Managers Developing DEI Investments To Address Institutional Demand: Report

Social justice funds addressing diversity, equity and inclusion are gaining traction with a growing base of institutional investors, leading asset managers to develop and offer solutions that invest in companies and communities that support people of diverse backgrounds.

02.16.23
ESG
New England University Continues Pursuit Of Climate Solution Investments

The institution expects its exposure to climate transition solutions to exceed exposure to fossil fuels in the coming years as investment activity in climate transition ramps up and fossil fuel exposure winds down.

02.16.23
Alternatives
Midwest University Discloses Follow-On Credit, VC & RE Commitments

The university disclosed follow-on credit, venture capital and real estate commitments made in the fourth quarter of 2022 within its long-term portfolio.

02.16.23
People Moves
Investment Mgr. Names Global Treasurer

The firm has appointed a senior v.p., global treasurer and head of mergers and acquisitions from its wholly owned subsidiary alternative credit specialist manager.

02.16.23
People Moves
Outsourced CIO Appoints President & Chief Client Officer

The outsourced cio has appointed its managing director and global head of client development as president and chief client officer and added internal and external members to its board.

02.15.23
People Moves
Southern University Searching For Investment Analyst

The university is searching for an investment analyst to provide support for investment and strategy decisions and work with the investment team to monitor and research investments across asset classes.

02.15.23
Large-Cap
Southern Fund Terminates LCG Manager

The fund approved terminating a domestic large-cap growth equity manager due to underperformance and reinvesting the proceeds with an existing passive equity manager relationship late last year.

02.14.23