Consultant/OCIO/Discretionary
Southern University Launches Consultant Search

A university based in a Southern state has issued an RFP for an investment consultant for its endowment.

01.21.21
Industry News
Investors Continue Planned Increases To Private Market Allocations: Survey

Private equity funds were top of the list for investors’s planned allocations.

01.14.21
Industry News
Nonprofit News Special Report: 2021 Alternative Investments Outlook

Alternatives will play an even more critical role in helping nonprofits reach spending plus inflation targets in 2021 as they seek income and downside protection that low-yielding bonds markets and equity markets cannot.

01.14.21
Equity
Northern 529 Plan Adds Equity Funds

A 529 plan in a Northern State has added a large-cap core equity strategy and an emerging markets equity strategy to its lineup of underlying fund options.

01.14.21
ESG
Institutions Should Follow Detailed ESG Implementation Process Despite Differing Board Views: Consultant

Investors need to reach reasonable consensus about implementing ESG policy.

01.13.21
MRI/Social Investments
Midwest Foundation Invests In Firm To Help Launch Impact Fund

A foundation based in the Midwest has invested in a firm to help it launch a social impact fund focused on the region.

01.13.21
Consultant/OCIO/Discretionary
Southern University Foundation To Issue Invite-Only Discretionary Investment Advisor RFP; Revises AA

A university foundation in the South will issue an invitation-only RFP for a discretionary investment advisor between Jan. 13-15 as its policy requires the services be put out to bid every five years.

01.13.21
Industry News
Investment Manager Executive Joins Investment Consultant’s Healthcare Group

An executive at a large fixed-income manager will join an investment consultant’s healthcare group as a principal and senior consultant next month.

01.13.21
Multi-Asset/Investment Advisor
Midwestern University Seeks Financial Advisor As It Explores Public-Private Partnership For Utility System

A university in the Midwest is seeking a financial advisor to help assess the feasibility of entering a public-private partnership for the operation of its utility system.

01.13.21
Industry News
Firm Acquires Investment Advisory

The deal comes after several other acquisitions this year.

01.13.21