Consultant/OCIO/Discretionary
Midwest Foundation To Conduct Consultant Search

Foundation’s bylaws require the services be put out to bid every five years.

03.29.22
Alternatives
Midwest University Foundation Makes Alts. Commitments

Foundation added venture capital, private credit and hedge fund commitments to its endowment earlier this month.

03.29.22
Emerging/Diverse Managers
Investors Interest In Diverse Managers Not Reflected In Hires: Poll

Investors need more education or policy frameworks to implement this approach, according to the firm.

03.24.22
People Moves
Investment Manager Snags Foundation Portfolio Mgr.

An investment manager has hired a portfolio manager from a major endowment to serve as v.p. of manager research.

03.24.22
People Moves
New England Plan Hires Investments Head

A foundation based in New England has hired a head of investments.

03.24.22
Small-Cap
Midwest 529 Adds Multi-Asset, Small-Cap Equity Strategies

Plan added a multi-asset strategy because of its long-term track record and two small-cap equity strategies to replace existing funds due to outperformance prospects.

03.24.22
Announcements
Midwest University Names Alternatives Mgr. Co-Founder As Board Chair

A university based in the Midwest has named the co-founder of an alternatives manager as its new board of trustees chairman.

03.24.22
Multi-Asset/Investment Advisor
Northwest Health Organization Issues Investment Advisory RFP

Search is for an investment advisor or outsourced cio to modernize the organization’s investment approach.

03.24.22
Small-Cap
Midwest Plan Adds SCV Manager To Watch List

Domestic small-cap value equity manager was added to watch due to recent changes to the management structure of the strategy.

03.24.22
Emerging/Diverse Managers
Midwest University Eyes Larger Diverse Manager, ESG Portfolios

A university in the Midwest is looking to increase its investments with diverse-owned managers and ESG strategies.

03.17.22