Industry News
Church Settles With SEC Over Financial Reporting

The church and its affiliated investment manager have paid settlements to close a matter regarding disclosure failures and misstated filings with the Securities and Exchange Commission.

02.23.23
Consultant/OCIO/Discretionary
Western 529 Plan Issues Investment Consultant RFP

The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.

02.23.23
People Moves
New York Foundation Seeks Investment Director

The foundation is searching for an investment director to oversee its various investment functions and participate in manager searches and selections.

02.22.23
Industry News
Private Markets Firm Opens New Office In Shanghai

The firm has opened a new office in Shanghai to emphasize its commitment to the Asia Pacific region and now has six locations in the region.

02.22.23
Multi-Asset/Investment Advisor
Southern University Selects Treasury Mgmt. Services Provider

The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.

02.22.23
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