Private Equity
Southern University Eyes Buyout Commitments In 2022; Approves VC Commitments

A university in the South will place a greater emphasis on buyout commitments in 2022 as its 2021 pacing schedule has largely centered on venture capital commitments.

11.23.21
People Moves
New England College Adds Investment Analyst

A college in New England added an investment analyst to assist in the management of its endowment in the third quarter.

11.23.21
Industry News
New England College Seeks Associate Director/Senior Analyst

A college in New England is searching for an associate director/senior investment analyst as part of the build out of its investment office.

11.23.21
Multi-Asset/Investment Advisor
Southwest Tribe Seeks Investment Mgmt., Trustee Services

A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.

11.23.21
Fixed-Income
Northeast Authority Seeks Trustee Services

A Northeastern educational authority has issued an RFP seeking trustee services, including investment of money, related to the sale of revenue refunding bonds for a state college.

11.23.21
Multi-Asset/Investment Advisor
Nonprofit Client Maintains Investment Advisor Relationship Following Acquisition

At least one nonprofit client of a recently acquired investment advisor has agreed to maintain its relationship with the firm.

11.18.21
Industry News
Northeast University Seeks Investment Analyst

A university in the Northeast is searching for an investment analyst to assist with all qualitative and quantitative functions related to the management of its endowment.

11.18.21
Industry News
Outsourced CIO Adds Impact Investment Director

An outsourced cio has hired a director on its impact investment team to incorporate impact considerations into portfolio construction and integrate impact into how the firm communicates, supports and engages with clients.

11.18.21
Administrator/Record Keeper
Southern University Consolidating Retirement Plan Record Keepers

A university in the South is transitioning to a sole record keeper for its four retirement plans.

11.18.21
Asset Study/Review
Canadian University Revises Asset Allocation

A university in Canada approved a new benchmark allocation for its endowment in the 2021 fiscal year, significantly increasing its allocation to global equity.

11.18.21