Multi-Asset/Investment Advisor
Midwest Health Plan Rehires Investment Providers

A health plan based in the Midwest retained its actuarial and investment consultant services provider and its banking and investment services provider this summer.

11.18.21
ESG
Midwest University Approves Fossil Fuel Divestment

A university based in the Midwest approved divesting its endowment from fossil fuel holdings during its board of trustees meeting this month.

11.18.21
Surveys/Studies
Endowments Eyeing Diverse-Owned Mgrs., ESG & Impact Investing: Survey

Many endowments plan to increase their allocations to diverse-owned managers and make ESG and impact investing a priority next year, according to a new survey.

11.18.21
Real Estate
Western Fund Begins Core Real Estate Search

A trust fund based in the West approved transitioning its investment in a core real estate debt strategy into another similar strategy next year at its board meeting this week.

11.18.21
Industry News
Midwest Foundation Seeks Impact Investment Officer

A foundation based in the Midwest is looking to hire an impact investment officer to help oversee its impact ventures fund.

11.18.21
Multi-Asset/Investment Advisor
Canadian University Issues Investment Mgmt. Services RFP

A university based in Canada has issued an RFP seeking a firm to manage its endowment.

11.11.21
Industry News
Mid-Atlantic Catholic University Searching For CIO

The university is searching for a cio to oversee portfolio construction, identification and selection of new managers and the development of benchmarks for current asset allocations.

11.11.21
Consultant/OCIO/Discretionary
Northwest Plan Issues Asset Study RFP

A plan based in the Northwest has issued an RFP seeking an investment advisor to review the current investment policies and practices for its investment portfolio.

11.10.21
Small-Cap
Midwest Health System Swaps Small-Cap Value Mgrs. As Part of Sustainable Investment Goals

The system approved replacing its incumbent domestic small-cap value equity manger with a new firm to better align its portfolio with its sustainable investment goals this week.

11.10.21
Industry News
Midwest University Adds Director From Northeast University

A university based in the Midwest has hired a managing director to help oversee and manage its endowment.

11.10.21