MRI/Social Investments
Chicago Foundation Divests From Fossil Fuels

A foundation based in Chicago will divest its investment portfolio from fossil fuel industries and invest more in renewable energy to mitigate the effects of global climate change.

09.23.21
Daily Feed
Mid-Atlantic University Hires Associate Director From Midwest University

A university in the Mid-Atlantic region has hired an associate director of investments effective Sept. 30 from a university in the Midwest, where he most recently served as an investment associate.

09.23.21
Bank Loan
West Coast Plan Adds Bank Loan Strategy As Part Of A/A Changes

A plan based on the West Coast added a bank loan strategy as part of the adoption of a new asset allocation last month.

09.23.21
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