Administrator - Bundled
Southern University DC Program Consolidates To Two Vendors

A Southern university consolidated vendors in its non-ERISA 403(b) retirement program in the second quarter.

12.09.21
Industry News
Investment Advisor Seeks CIO For Nonprofit OCIO Business

An investment advisor’s global wealth business is searching for a cio to head its nonprofit outsourced cio business.

12.09.21
Industry News
Midwest University Foundation Names Internal Staffer As Next CFO

The director of development at a Midwestern university foundation was named cfo earlier this year following a search for the position from late 2020.

12.09.21
Alternatives
Great Lakes University Slates VC, HF Investments

A university in the Great Lakes region will consider making a venture capital commitment and hedge fund investment within its long-term portfolio at its board of regents meeting today.

12.09.21
Asset Study/Review
Southern Fund Approves New A/A For Liquid Account

A fund in the South approved a new strategic asset allocation for its liquid account following a recommendation from its general investment consultant last month that essentially creates a 60% equity 40% fixed-income portfolio.

12.09.21
Non-U.S. & Global Equity
Southern University To Consider Global Equity Recommendations Next Year

A university in the South will consider recommendations to add new global equity managers to its endowment next year.

12.09.21
Consultant/OCIO/Discretionary
Boston Nonprofit Seeks Investment Advisory Services

A nonprofit based in the Boston area is seeking investment advisors and consultants to guide its investment committee on appropriate investment strategies, products and managers, compliance monitoring and other advisory consulting services as well as detailed reporting.

12.06.21
Industry News
Firm Promotes Director of Endowments & Foundations Practice for Wealth Markets

Person is responsible for leading the practice, working with wealth advisors and other market leaders.

12.02.21
Asset Study/Review
Southern Fund Approves Becoming Special Purpose Governmental Corporation; Terminates FoF Mgr.

A Southern fund approved adopting a certification of formation to create a special purpose governmental corporation at its November meeting.

12.02.21
ESG
Northeast College Eyes Investments Supporting Green Economy As Part Of New IPS

A college in the Northeast will consider investments that support the transition to a green economy as part of its adoption of a new investment policy at its October board meeting.

12.02.21