Asset Study/Review
Midwest University Considering New A/A

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

09.23.21
Asset Study/Review
Midwest Foundation Adjusts A/A

A foundation based in the Midwest recently adjusted its asset allocation targets, shifting toward equity and away from fixed-income.

09.23.21
Industry News
E&Fs Seek Private Real Estate As Portfolio ‘Ballast’ In Inflationary, Expanding Economy

But uncertainty remains about future of real estate property income levels and asset prices and their effect on returns.

09.16.21
Asset Study/Review
New England University To Conduct A/A In 2022

A university based in New England will conduct an asset allocation study next spring as part of its 2022 work plan.

09.16.21
Multi-Asset/Investment Advisor
West Coast Plan Issues Investment Advisor RFQ

A plan based on the West Coast has issued an RFQ for an investment advisor.

09.16.21
Consultant/OCIO/Discretionary
Midwest University Approves Consultant Contract

A university based in the Midwest has renewed its contract with its investment consultant.

09.16.21
Emerging/Diverse Managers
Southern Foundation Targets Diverse Mgrs., ESG Strategies

A foundation based in the South is targeting minority-owned and diverse investment managers as well as ESG strategies within its investment portfolio.

09.09.21
Emerging/Diverse Managers
Midwest Foundation Developing Diverse-Owned Manager Strategy

A foundation based in the Midwest is developing a strategy to include more diverse-owned investment managers within its portfolio.

09.09.21
People Moves
Midwest College Names New Board Chair

A college based in the Midwest has selected a new board chair.

09.09.21
Consultant/OCIO/Discretionary
Mid-Atlantic Nonprofit Hires Outsourced CIO

A plan based in the Mid-Atlantic region has hired an outsourced cio provider.

09.09.21