Administrator - Bundled
Midwest University Funds New Endowment With Utility System Transaction Proceeds

A Midwestern university funded a new endowment after successfully transferring management of its utility system in a public-private partnership transaction.

05.14.20
Asset Study/Review
Southern 529 Plan Transitioning Portfolio

A Southern 529 plan enhanced its investment menu with new investment options this month.

05.14.20
Industry News
Minnesota College Snags Iowa College Finance Head

A Minnesota-based college has hired a new v.p. and treasurer from a college based in Iowa.

05.14.20
MRI/Social Investments
Western University Foundation Deploying Capital For Sustainable Investment Pool

A Western university foundation will begin to deploy capital to public market strategies as part of the implementation of its sustainable investment pool.

05.13.20
Searches And Hires
Midwest Fund Slates Invitation-Only RFPs For Maiden Allocations

A Midwestern fund will issue invitation-only RFPs for two maiden allocations in the coming weeks.

05.13.20
Industry News
Midwest College Seeks Finance Head

A college in a Midwestern state is looking to hire a v.p. of finance and administration.

05.13.20
Consultant/OCIO/Discretionary
Northwest State Nonprofit Pauses Consultant Search Due To COVID-19 Efforts

A nonprofit based in a Northwestern state has paused its consultant search to focus resources on COVID-19 response efforts.

05.13.20
MRI/Social Investments
Canadian University Divesting Endowment Of Fossil Fuels

A Canadian university approved divesting its endowment of fossil fuel companies last month.

05.13.20
Daily Feed
Financial Services Company Chairman Retiring; Successor Named

A firm’s regional chairman and CEO will retire, while his successor has been named.

05.13.20
Alternatives
University System Revises Investment Policy Statement

A university system has revised its investment policy statement to include a new alternatives asset class allocation and increased target allocation ranges to equities.

05.07.20