Multi-Asset/Investment Advisor
New England College Updates Investment Mgr. Search Timeline

The college has modified the timeline to conclude its search for a firm to advise and manage a portfolio to late December/early January from September/October.

10.27.22
Multi-Asset/Investment Advisor
New England College Foundation Issues Investment Services RFP

The foundation has issued an RFP seeking an investment manager for its endowment as its bylaws require the services be put out for bid every five years.

10.27.22
Multi-Asset/Investment Advisor
New England Town Seeking Mgr. For Educational Fund

The town has launched its search for an investment manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.

10.27.22
Alternatives
Southern University Approves Alts., Public Equity Investments

The university approved private equity, private real assets and public equity investments with new and existing managers within its endowment and liquidity pools.

10.20.22
People Moves
Western Community Foundation Seeks Investment Staffers

The foundation is searching for an investment officer and investment operations associate.

10.20.22
Private Equity
Midwest University Discloses Follow-On Private Equity Commitments

The university disclosed follow-on commitments with two private equity managers made in the third quarter within its long-term portfolio.

10.19.22
Multi-Asset/Investment Advisor
New England Town Issues RFP For Educational Fund

The town has issued an RFP for investment management services for an educational fund.

10.19.22
People Moves
Northeast College Names Next Investment Head

The college has hired its next cio effective next month after its investment head left earlier in the year to join a Northeastern health system.

10.17.22
Surveys/Studies
Institutional Investors Anticipate Increased Role For Advisors

Foundations and endowments engaging with investment consultants are increasingly looking for their advisors to take on more responsibility across their portfolios and act like an outsourced cio, according to a recent survey.

10.13.22
International / Global / Emerging Markets
Southern 529 Plan Removes Int’l Equity Mgr. From Watch

The college savings plan removed an international equity manager from watch status after four years due to improved performance.

10.13.22