Consultant/OCIO/Discretionary
California Foundation Hires Investment Advisor

A foundation based in California has hired a discretionary investment advisor to manage its endowment and general investment portfolios.

11.25.20
Announcements
Consultant Hires Investment Director

The new hire will continue the firm’s commitment to diverse managers and sustainable and impact investing.

11.19.20
Announcements
Investors Confident In Sustainability Despite Challenges

The sophisticated demands of institutional investors continue to present challenges for the sustainable investment landscape as more allocators consider sustainability within their portfolio, according to new research.

11.19.20
Emerging/Diverse Managers
Chicago Area Foundation Launches Diverse Manager Initiative

A Chicago-based foundation has launched a diverse investment manager initiative.

11.19.20
Infrastructure
Western State Fund Considers New Asset Class

A Western state fund is considering the addition of a new asset class target for its endowment.

11.19.20
Announcements
Mission Wealth Acquires AHC Advisors

Mission Wealth has acquired investment consulting firm AHC Advisors, the firms announced last week after NPNews published.

11.19.20
Announcements
Commonfund Institute Names Next Executive Director

Commonfund has named the next executive director of the Commonfund Institute.

11.19.20
Credit/Private Debt
Southern Fund Approves Direct Lending Commitments

A fund in the South approved commitments totaling $70 million to two domestic direct lending managers at its board meeting last week.

11.19.20
Searches And Hires
Midwest Treasurer Preps Program Manager RFP

A Midwestern state treasurer is preparing an RFP for a program manager.

11.19.20
Announcements
Western Foundation Creates Public-Private Partnership For Utility System

A foundation based in a Western state will lease its steam plant and utility system as part of a public-private partnership and invest a sizeable portion of the deal’s proceeds.

11.19.20