Consultant/OCIO/Discretionary
Western Endowment Retains Investment Consultant

An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.

04.20.22
People Moves
Mid-Atlantic University Searching For Junior Analyst

Junior analyst will help oversee university’s investment assets, including its endowment, 403(b) retirement plan and liquid operating fund.

04.20.22
Consultant/OCIO/Discretionary
Mid-Atlantic College Issues Consultant RFP

A college in the mid-Atlantic region has issued an RFP seeking an investment consultant to provide investment advisory and management services in a nondiscretionary capacity for a short duration portfolio.

04.20.22
Alternatives
Southern Institution Considering Portable Alpha, Late-Stage Pvt. Investments

Institution is evaluating portable alpha and late-stage private investments for its endowment to add alpha to bolster returns.

04.14.22
Emerging/Diverse Managers
Mid-Atlantic Foundation Adds Investments Through Gender And Racial Equity Lens Initiative

Three new investments were added to the foundation’s endowment as part of its gender and racial equity lens initiative to invest 25% of its portfolio with firms majority-owned by women and/or people of color.

04.14.22
Alternatives
New England University Adds PE, HF Investments

A university based in New England added private equity and hedge fund strategies to its endowment in the first quarter.

04.14.22
People Moves
Northeast University Names New CFO Following Search

New v.p. for finance and cfo was hired from a nearby institution following a search.

04.13.22
Multi-Asset/Investment Advisor
Southern Tribal Company Seeks Advisor For Defined Contribution Plan

Firm will provide advice for its 401(k) plan and manage the portfolio consistent with its investment policy statement.

04.13.22
Private Equity
Southern Fund Expects Recommendation To Increase PE Target Following A/A Review

Recommendation to increase fund’s private equity target allocation will follow a review of its asset allocation later this year after receiving a review of its private equity portfolio in the first quarter.

04.07.22
Asset Study/Review
Great Plains Fund Reviewing Potential Hedging Program; Makes PE, Infrastructure Commitments

Fund is reviewing a request to consider a potential hedging program for its exposure to oil made at its board meeting last week due to the commodity’s volatility.

04.06.22