Asset Study/Review
Midwest University Revises A/A, Increases Equity Allocations

The university recently revised the target asset allocation for its long-term reserves portfolio, increasing its allocations to domestic and international equity.

10.08.25
ESG
New England University Swaps Core Fixed-Income Mgrs. To Shed Fossil Fuel Exposures

The university recently added core fixed-income allocations with an existing manager as part of its goal to divest its portfolios from fossil fuel exposures.

10.02.25
Alternatives
Southern Fund Reducing Private Markets Pacing

The fund is reducing its private markets pacing as it is increasing its distribution rate.

10.01.25
Consultant/OCIO/Discretionary
Midwest Foundation Selects First Outsourced CIO

The foundation issued an RFP in the fourth quarter of 2024 as it sought a discretionary firm that could help align its investments with its mission.

10.01.25
People Moves
Venture Capital Manager Adds Associate

The mission-driven venture firm has hired an associate investor to help source, underwrite and back early-stage founders building financial technology and healthcare companies.

10.01.25
People Moves
Southern Foundation Hiring Investment Director

The foundation is seeking a director to assist with evaluating and monitoring its investments and financial modeling after an investment staffer left this summer to join a healthcare system in the Northeast.

10.01.25
People Moves
New England Academy Eyes Investment Analyst

The analyst will focus on quantitative and qualitative analysis and evaluation of investment managers.

10.01.25
People Moves
Great Plains University Names New Finance Head

The university’s previous finance head departed after nearly a decade of service.

10.01.25
People Moves
Western Foundation Searching For Analyst

The analyst will assist with sourcing, evaluating and monitoring external managers in addition to contributing to asset allocation, portfolio construction and risk management decisions.

10.01.25
People Moves
Midwest University Seeks Associate For Analytics, Operations & Reporting

The associate will assist with accounting, tax and performing processes, reconciliation of accounting and performance data, cash management processes and preparing reports.

10.01.25