Surveys/Studies
Majority Of Largest Endowments Lack Diversity Transparency As Participating Funds Show Gains: Study

All participating institutions had more than 5% of their U.S.-based assets with diverse-owned firms, however, more than two thirds of the wealthiest 25 private and 25 public college and university endowments refused to participate in an assessment of the diversity of their asset managers.

06.30.22
Asset Study/Review
Great Plains Fund To Consider A/A Changes, Discuss Oil & Gas Hedging Program

The fund will consider approving a new strategic asset allocation for its portfolio as well as review the cost and benefits of hedging the fund’s oil and gas revenues as requested earlier this year.

06.30.22
Consultant/OCIO/Discretionary
Southern Board Searching For 529 Consultant

Consultant will assist in the administration of its 529 plans due to the upcoming contract expiration of its incumbent provider, which has been providing the services for more than a decade.

06.30.22
People Moves
Southern University Searching For CFO, Names Interim

The university named its assistant v.p. for finance and controller as interim cfo and senior v.p. for operations as its conducts a national search for the position.

06.29.22
People Moves
Mid-Atlantic Investment Mgmt. Company Promotes CIO

The company promoted its deputy cio to the role of investment head as its ceo and cio concentrates on leading the organization.

06.28.22
Asset Study/Review
Southern Fund Approves New Innovation Portfolio, Strategic A/A Targets

Innovation portfolio will house investments in emerging asset types that are innovative and/or disruptive and have no clear categorization.

06.28.22
Asset Study/Review
New England Institution Approves New A/A; Discloses Pvt. Investment Commitments

Institution’s newly approved endowment asset allocation increases its target to private equity at the expense of hedge funds.

06.28.22
People Moves
Southern University Senior Alts. Manager Retires

The university’s senior alternative assets manager retired in April after more than 14 years in the role.

06.23.22
Asset Study/Review
Southern Fund Revises Asset Allocation

New strategic asset allocation approved last week increases targets to private equity and non-core fixed-income, including high-yield bonds and bank loans.

06.23.22
Asset Study/Review
Southern Fund Considers Increasing RE Investment

The fund will consider increasing its investment with an existing real estate manager this summer as its target to the asset class is significantly underweight.

06.22.22