Real Estate
Southern Fund Makes RE Commitment; Discloses Infrastructure, Energy Investments

The fund approved a real estate commitment in a separate account agreement with an existing manager within its portfolio in the fourth quarter and disclosed infrastructure and energy investments from the first half of 2022.

02.02.23
People Moves
Private Credit Mgr. Names Responsible Investment Strategy Head

The firm named its managing director for originations as head of responsible investment strategy last month to oversee ESG integration throughout its investment process and define its responsible investment strategy and initiatives.

02.02.23
People Moves
Private Equity Manager Promotes Director To ESG Head

The Southern private equity manager has promoted its director of ESG and human capital to head of ESG to lead its ESG processes and initiatives.

02.02.23
People Moves
Western Organization Promotes Investment Staffer As First Deputy CIO

The philanthropic organization has promoted a managing director of real assets as its first deputy cio to deepen their engagement in long-term strategic decisions.

02.02.23
People Moves
Investment Advisor Names OCIO Practice Head

The firm has named a head of its institutional outsourced cio practice, which is housed within a wholly owned subsidiary, to unify several legacy offerings and develop new strategies to solve client needs.

02.02.23
People Moves
Financial Services Organization Adds Ivy League Administrator To Board

The financial services organization recently elected an Ivy League administrator to its board of trustees to serve on the risk and compliance, nominating and governance and human resources committee.

02.02.23
People Moves
Midwest Consulting Firm Promotes CIO To President

The firm promoted its cio to president and cio at the beginning of the year after more than eight years as investment head.

02.01.23
In The News
University of Iowa sued by its corporate partner in billion-dollar utility deal

Just three years into a 50-year, billion-dollar partnership with a utility company, the University of Iowa is being sued over an alleged failure to abide by the terms of the deal.

01.30.23
In The News
Boston College Has A Responsibility To Make Its Investment Portfolio More Transparent

Boston College’s profile of its $3.7 billion endowment is short, vague, and far from informative. The University has a moral responsibility to change this.

01.30.23
Consultant/OCIO/Discretionary
Western Trust Fund Consultant RFP Canceled; New Search Process Unclear

The fund canceled its RFP seeking a non-discretionary investment consultant to oversee its trust fund late in the fourth quarter as the consultant’s contract was slated to begin Dec. 1.

01.27.23