Fixed-Income
Southern 529 Plan Adds High-Yield, EME Bond Strategies

Addition of emerging market fixed-income and high-yield bond strategies last month offers participants opportunities for additional yield.

06.16.22
People Moves
Mid-Atlantic Foundation Promotes Staff Member To Director Of Investments

New director will carry out foundation’s investment program, audit and tax functions and oversee finance and operations following a search from earlier this year.

06.16.22
Asset Study/Review
Southern System To Consider A/A Changes; Makes PE Commitments

Target asset allocation changes under consideration for the system’s largest pool would ensure the portfolio is prudently allocated to withstand further disruptions to the market and economy.

06.16.22
Real Estate
Great Lakes University Considers Additional Commitment To RE Manager

The university will consider committing additional capital to an existing real estate strategy as the firm eyes a more robust opportunity set than anticipated and prefers to increase the size of the fund rather than raise a new one.

06.15.22
Private Equity
Southern Fund Approves PE Commitment

Commitment is with a private equity strategy centered around making investments in the North American midstream energy sector.

06.09.22
People Moves
Mid-Atlantic Foundation Adds Sr. Investment Officer

Senior investment officer addition in the first quarter follows a managing director of investments departure for a private equity and venture capital manager.

06.09.22
Credit/Private Debt
Southern Education System Approves Direct Lending Commitments

System’s endowment is underweight its target to the asset class.

06.09.22
People Moves
Southern Health System Seeks Portfolio Mgr., Associate

The system is searching for an investment portfolio manager and investment associate to help grow the investment portfolio across its pension, foundation, cash and long-term investment pools as part of the buildout of its internal team.

06.09.22
Emerging/Diverse Managers
Southern University System Adds Fixed-Income Manager

The system added a new minority-owned fixed-income manager across two portfolios in late 2021.

06.09.22
Multi-Asset/Investment Advisor
Western University Issues Investment Mgmt. RFP

The university is seeking a firm to provide investment advisory, management, custodial and reporting services for a portion of its endowment initially.

06.09.22