Asset Study/Review
Southern Fund Revises A/A

A fund in the South revised the target asset allocation for its portfolio in April, increasing its targets to infrastructure at the expense of energy investments.

09.30.21
Industry News
Southern University Seeks Private Markets Analyst

A university in the South is searching for an investment analyst to join its private investments team and be involved in all aspects of the investment process.

09.30.21
In The News
Harvard Moves Toward Divestment. What’s Next?

Harvard University’s commitment to end indirect legacy investments in fossil fuels captured attention all over the world. Now higher education officials and climate activists are contemplating what the decision might mean for them.

09.23.21
Asset Study/Review
Midwest University Considering New A/A

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

09.23.21
Emerging/Diverse Managers
HBCU Adds Minority-Owned Manager Mandate To Endowment Policy

An HBCU in the Mid-Atlantic region revised its endowment policy this week to implement a mandate that a majority of its endowment be managed by minority-owned investment firms.

09.23.21
People Moves
Prime Buchholz Founder Dies

Prime Buchholz Founder Jim Buchholz died of natural causes on Sept. 9 in Kansas City, Mo., the firm announced.

09.23.21
People Moves
Western Foundation Seeks Investment Head As CIO Sets 2022 Retirement

A foundation based in the West is conducting a search for a cio to oversee its investment portfolio as its current cio is set to retire next year.

09.23.21
Industry News
Investment Consultants Form Global Net-Zero Carbon Initiative

Twelve investment consulting firms have launched the Net-Zero Investment Consultants Initiative with the goal of achieving global net zero greenhouse gas emissions by 2050 or sooner, according to an announcement.

09.23.21
People Moves
HS Management Partners Names Biz. Development, Marketing V.P.s

HS Management Partners has hired a senior v.p. and head of business development and appointed a senior v.p. for client marketing to form a group to support existing clients that include foundations, endowments, high-net-worth individuals and families as well as drive new business opportunities.

09.23.21
People Moves
Western Investment Advisor Adds MD To Support Sustainable Investing

An investment advisor based in the West has hired a as a managing director to support its responsible and sustainable investing approaches.

09.23.21