Consultant/OCIO/Discretionary
Western University Foundation Interviews Consultant Finalists

The university foundation heard finalist presentations from three investment consultants in its search for a firm to oversee its endowment from this summer.

11.05.21
Emerging/Diverse Managers
Commonfund Inaugural DEI Report Finds Progress, Work Remaining

A Northeastern asset management and advisory firm has increased its allocations to diverse managers to 3% of assets under management as of June 30 compared to 2.1% in 2016, according to its inaugural Diversity, Equity And Inclusion Report.

11.04.21
Consultant/OCIO/Discretionary
Canadian Community Foundation Moves To Discretionary Model, Hires OCIO

A community foundation in Canada has moved to an outsourced cio model following an RFI process earlier this year.

11.04.21
Multi-Asset/Investment Advisor
Canadian Foundation Issues Investment Management RFP

A foundation in Canada has issued an RFP seeking investment management services for its long-term and endowed funds.

11.04.21
Industry News
Southern Institution Seeks Senior Analyst For Private Mkts.

An institution in the South is searching for a senior investment analyst to assist with analysis, research and due diligence with a primary focus on private investments.

11.04.21
Absolute Return
Great Plains Fund Adds Absolute Return Managers

A fund in the Great Plains region invested in two new active absolute return managers and terminated an existing absolute return manager at its board meeting last week.

11.04.21
Industry News
Mid-Atlantic University Seeks Public Mkts. Director

A university in the Mid-Atlantic region is searching for a director of public markets to help implement strategic, thematic and tactical asset allocation decisions.

11.04.21
Asset Study/Review
Southern Fund Considering IPS Changes To Fixed-Income Guidelines

A fund in the South is considering changes to its investment policy statement to expand current fixed-income guidelines to allow its core plus managers opportunities to deliver additional alpha.

11.04.21
Asset Study/Review
Southern 529 Plan Adds SCV Manager To Watchlist

A 529 plan in the South added a domestic small-cap equity manager to its watchlist for performance concerns.

11.04.21
Consultant/OCIO/Discretionary
New England System To Continue With Outsourced CIO

A university system in New England approved retaining and continuing with its outsourced cio earlier this year following a review of the relationship.

11.04.21