Consultant/OCIO/Discretionary
Southern University Foundation Searches For Consultant

A university foundation in the South is searching for an investment consultant for its investment portfolio for due diligence purposes.

01.07.22
Alternatives
Southern Education System Approves HF, RE Commitments

An education system in the South approved commitments to a new hedge fund manager and an existing real estate firm within its endowment at its December board meeting.

01.06.22
Industry News
Hartford Foundation To Rely On Advisors, Investment Committee Following CIO Search

A foundation in New England decided not to fill its cio position and instead rely on its investment committee and current investment advisors to oversee its endowment following a search from late 2020.

01.06.22
Consultant/OCIO/Discretionary
Southwest University Foundation Selects New Consultant

A university foundation in the Southwest selected a new investment consultant to oversee its endowment late in the fourth quarter based on its recommendation to increase exposure to alternative investments, to which the firm has “better access.”

01.06.22
Consultant/OCIO/Discretionary
Northeast Museum Retains Consultant Following Search

A museum in the Northeast retained the incumbent investment advisor for its endowment because of the firm’s experience, services offered and fee structure following a search from last year.

01.05.22
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor

A university in the South has issued an RFP seeking an investment advisor for a new investment program.

01.05.22
MRI/Social Investments
Social Impact Investment Vehicle Searching For Fund Mgrs.

A social impact investment fund designed to support minority depository institutions and community development financial institutions has issued an RFP seeking firms to help manage the vehicle with a focus on minority- and women-owned fund management firms.

12.22.21
International / Global / Emerging Markets
Northeast Foundation Swaps EME Managers

A foundation in the Northeast swapped emerging markets equity managers this year as it decided it was an opportune time to make the change.

12.22.21
International / Global / Emerging Markets
Southern 529 Program Taps New Int’l Equity Mgr.

Program hired a new manager to handle the international equity portfolio for its prepaid college program in the third quarter.

12.22.21
People Moves
Southern University Names Next CIO

A university in the South has named its interim cio as its permanent cio following a search for the position due to the retirement of its investment head.

12.20.21