MRI/Social Investments
Governmental Department Seeks Investment Mgrs., Other Entities To Implement Social Finance Fund

A governmental department has issued a call for one or more investment managers, funding vehicles and nonprofit and for-profit organizations to implements a social finance fund.

09.16.21
Multi-Asset/Investment Advisor
Southwest Plan Extends RFP Deadline

Southwest Plan Extends Co-Investment Program RFP Deadline

09.16.21
MRI/Social Investments
Northeast Religious Association Seeks Consultants To Help Implement Racial Justice Investing Plan

A religious association in the Northeast is seeking proposals from consultants to assist in implementing its racial justice investing plan.

09.13.21
ESG
New England University Divesting From Fossil Fuels

A university in New England will not directly invest in companies that explore for or develop fossil fuels and will refrain from indirect investments in funds with holdings in the fossil fuel industry going forward.

09.10.21
Consultant/OCIO/Discretionary
Mid-Atlantic Foundation Selects Outsourced CIO To Co-Create Mission-Aligned Strategy

A foundation in the Mid-Atlantic region has selected an outsourced cio to manage its endowment and help create a mission-aligned investment strategy following a search from last year.

09.09.21
Multi-Asset/Investment Advisor
Western College System Seeks Investment Advisory, Custodial Services

A community college system in the West has issued an RFP seeking a firm to provide investment advisory and custodial services for its employee benefit trust.

09.09.21
Multi-Asset/Investment Advisor
Southern Fund Eyes Becoming Investment Corporation

A fund in the South began an initial review of articles of incorporation to create a special purpose governmental corporation to oversee and manage the investment fund and handle day-to-day operations.

09.09.21
International / Global / Emerging Markets
Great Plains Fund Replacing EME, Int’l Equity Mgrs.

A fund based in the Great Plains region approved replacing two emerging markets equity managers and an international small-cap equity manager at its August board meeting.

09.09.21
Private Equity
Southern University Approves PE Commitments, HF Redemptions

A university in the South approved three private equity commitments and redemptions from two hedge fund managers within its endowment.

09.09.21
People Moves
New England University Analyst Joins Private Equity Firm

An analyst at a university in New England has left to join a private equity manager as an associate.

09.09.21