Asset Study/Review
Midwest University Conducting Asset Allocation Study

The university is conducting an asset allocation study to assess its risk profile and asset allocation targets.

04.06.23
People Moves
International Asset Manager Names Global Thematic Investing Head

The firm has hired a global head of thematic investing to lead and develop its active thematic investing offering, which focuses on companies that benefit from long-term secular trends.

04.06.23
Emerging/Diverse Managers
Mid-Atlantic Pension Explores Emerging Manager Program

The plan is teaming up with a consultant to explore the creation of an emerging manager program.

04.06.23
People Moves
New England College Seeks Investment Analyst

The college is seeking an investment analyst to conduct quantitative and qualitative analysis on prospective and existing investments.

04.05.23
Multi-Asset/Investment Advisor
Western College Foundation Completes Investment Mgr. Search

The foundation opted to retain its incumbent manager for its portfolio following a search from the third quarter as its policy requires the services be put out for bid every six years.

04.05.23
Surveys/Studies
Private Infrastructure Attracts Investors In Unprecedented Market Environment: Survey

Survey respondents cited inflation mitigation as one of many motivating factors driving investor attraction to private infrastructure.

03.30.23
Asset Study/Review
Congress Requests Penn Share Information On Endowment’s Foreign Holdings

A congressional committee is looking into the Ivy League school’s potential holdings with entities deemed to be foreign adversaries.

03.30.23
People Moves
Midwest University Foundation Eyes Next Investment Head As CIO Sets Retirement

The foundation is searching for its next senior v.p. for investments and cio as its current investment head is set to retire from the position at the end of the second quarter after 18 years at the institution, including the last decade as cio.

03.30.23
Multi-Asset/Investment Advisor
Mid-Atlantic Community College Foundation Retains Incumbent Advisor

The foundation opted to retain its incumbent investment advisor over three other finalists in a search from the third quarter.

03.29.23
People Moves
Global Mgr. Adds Partner To Climate-Focused PE Team

The firm has hired a partner to support its sustainable growth equity team, which focuses on late-stage venture and growth equity investments in companies that have positive economic and climate outcomes.

03.29.23