Real Estate
Western University Considering $2 Billion In Real Estate Investments For Campuses

The university is considering creating a related but separate entrepreneurial team to invest $2 billion in real estate on or near its campuses, while also disclosing its shifting approach to private equity investing.

03.23.23
Multi-Asset/Investment Advisor
Western College Foundation Seeking Investment Mgmt., Advisory Services

The foundation has issued an RFP seeking a firm to conduct research and make investment decisions on the management of the portfolio, recommend asset allocation and handle reporting, portfolio evaluation and the review of accounts.

03.22.23
Consultant/OCIO/Discretionary
Western Plan Searching For DC Program Consultant

The plan is searching for a general investment consultant for its defined contribution retirement program to help with the search, selection, monitoring and reporting of investment vehicles.

03.21.23
Consultant/OCIO/Discretionary
Southern Board Issues Investment Consultant RFP

The board has issued its RFP seeking an investment consultant to oversee assets across five plans due to the upcoming contract expiration of its incumbent consultant, which is invited to rebid.

03.21.23
Consultant/OCIO/Discretionary
Western Fund Extends Consultant Contracts

The fund approved one-year contract extensions for its general investment consultant and alternatives specialist consultant through 2024 at its board meeting earlier this month.

03.21.23
Trends
Assetology: A Look At The Endowments Of Men’s NCAA Tournament Teams

March madness is in full effect as the NCAA Men’s Basketball Tournament began this week with 68 teams from across the country competing for the national championship with the winners slated to cut down the nets in Houston on April 3. While the upsets, buzzer beaters and Cinderella stories will take place on the hardwood, Nonprofit News examined how each of the teams stack up off the court from an endowment perspective.

03.16.23
Small-Cap
New England University Seeking Investors For Smaller U.K. & European Listed Companies

The institution is seeking investors with experience investing in smaller listed companies in the U.K. and Europe as it finds the opportunity set interesting.

03.16.23
Asset Study/Review
Southern Fund Reviewing Mgr. Over Energy Stances

The fund is reviewing its relationship with a firm that handles private energy, international equity and emerging markets mandates after the state comptroller directed entities to divest their existing holdings from financial companies that boycott energy companies.

03.16.23
Industry News
NACUBO To Partner With Commonfund For 50th Annual Endowment Study

The National Association of College and University Business Officers has reentered a partnership with Commonfund for help in the development and publication of its annual study of college and university endowments.

03.15.23
Private Equity
Southern Education System Adopts New A/A, Makes PE Commitment

The fund approved a new asset allocation for its portfolio as well as a private equity commitment to an existing manager relationship at its special board meeting last month.

03.15.23