Consultant/OCIO/Discretionary
Western Funds Seek Financial Advisors

The funds have issued an RFQ seeking firms to provide financial advisory, investment consulting and risk transfer advisory services for its portfolios.

03.06.24
Consultant/OCIO/Discretionary
Southern College Foundation Issues Outsourced CIO RFP

The foundation has issued an RFP seeking an outsourced cio to determine its investment strategy, purchase and sell securities and provide performance monitoring for its endowment.

03.06.24
Consultant/OCIO/Discretionary
New England College Savings Plan Wraps Up Consultant Search

The college saving plan selected an investment consultant to assess its investments, provide input and analysis on investment options and advise on investment policy following the issuance of an RFP in the fourth quarter.

02.29.24
People Moves
New England College Searching For Investment Analyst

The college is seeking an investment analyst to help with the day-to-day management of its endowment as well as screen, select and monitor investment managers.

02.28.24
Emerging/Diverse Managers
Foundations Commit To Women & BIPOC-Led PE Fund

Three large foundations have committed to a women- and BIPOC-led private investment manager’s second private equity fund, which held its final close.

02.28.24
Private Equity
Private Equity Manager Closes Multi-Asset Continuation Fund

The firm closed its first multi-asset continuation fund, which will recapitalize four portfolio companies from its first two strategies, with approximately $325 million in commitments.

02.28.24
Venture Capital
Great Plains Fund To Consider VC Commitments

The fund will consider approving venture capital commitments to two new investment managers this month as part of its private equity pacing plan.

02.28.24
International / Global / Emerging Markets
Investment Manager Launching Global Value Fund

The firm is launching a global value fund to run in parallel with its flagship strategy.

02.28.24
People Moves
PE Firm Appoints Two MDs As Partners

The healthcare-focused firm has appointed two managing directors as partners at the firm.

02.28.24
High-Yield
Southern Health System Considering HY Bond Managers

The system will consider four high-yield fixed-income managers for possible inclusion within its portfolio after launching a search in the fourth quarter due to the termination of the incumbent due to personnel turnover and poor performance.

02.28.24