Daily Feed

Consultant/OCIO/Discretionary
Midwestern Foundation Swaps Outsourced CIOs

A foundation in the Midwest has hired a new outsourced cio to handle its endowment.

08.13.20
Announcements
Understanding Risk, Generating Income Important For Diversifying Portfolios: Report

Investors can achieve their income goals and diversify their portfolio across different opportunities by having a broader understanding of the risks that they are taking, according to new research.

08.13.20
Industry News
Virtual Due Diligence Benefits Don’t Outweigh In-Person: Webinar

Pandemic leads to better access to top-level staff at investment management firms, but nothing compares to face-to-face due diligence.

08.13.20
Surveys/Studies
Endowments Underperform Passive Benchmark For 58 Years: Study

A new study found that the average endowment has underperformed the 60/40 benchmark for the past 58 years.

08.13.20
Searches And Hires
Southern State Issues Consultant RFP For 529 Plan

A state treasury department in the South has issued an RFP seeking general investment consulting services.

08.13.20
Industry News
Outsourced CIO Seeks Investment Staffers; Director Departs

An outsourced cio based in the South is searching for an investment officer and investment analyst following the recent departure of an investment director.

08.13.20
Private Equity
New England University Makes Private Equity Commitments

A New England-based university approved two private equity commitments at its investment committee meeting last month.

08.13.20
Industry News
Midwestern Foundation CIO Departs

The investment head of a foundation in the Midwest left the organization last month.

08.13.20
Credit/Private Debt
Southern Trust Fund To Consider Direct Lending RFP

A trust fund based in a Southern state will consider approving the issuance of an RFP for direct lending managers this month.

08.13.20
Industry News
Northeastern Investment Management Company Searching For Operations Staffers

An investment management company in the Northeast is searching for investment operations staff members to execute its transaction and reporting processes and enhance its overall operations.

08.13.20