Daily Feed

Trends
Assetology: A Look At The Endowments Of Men’s NCAA Tournament Teams

March madness is in full effect as the NCAA Men’s Basketball Tournament began this week with 68 teams from across the country competing for the national championship with the winners slated to cut down the nets in Houston on April 3. While the upsets, buzzer beaters and Cinderella stories will take place on the hardwood, Nonprofit News examined how each of the teams stack up off the court from an endowment perspective.

03.16.23
Small-Cap
New England University Seeking Investors For Smaller U.K. & European Listed Companies

The institution is seeking investors with experience investing in smaller listed companies in the U.K. and Europe as it finds the opportunity set interesting.

03.16.23
Industry News
CAPTRUST Financial Advisors Acquires Monroe Vos

The firm acquired an advisory team that oversees more than $5.8 billion in client assets.

03.16.23
Asset Study/Review
Southern Fund Reviewing Mgr. Over Energy Stances

The fund is reviewing its relationship with a firm that handles private energy, international equity and emerging markets mandates after the state comptroller directed entities to divest their existing holdings from financial companies that boycott energy companies.

03.16.23
Surveys/Studies
Short-Duration Benefits Healthcare Systems In High Rate Environment, But Caveats Exist: Report

Given available yields in short rates and “superior” liquidity in the current high interest rate environment, healthcare systems can benefit from allocating new funds to short-term tiers, according to a recent report.

03.15.23
People Moves
Pacific Northwest Foundation Searching For CFO

The foundation is searching for a cfo to oversee its finances and assist with managing its investment portfolio after its finance head left the organization after less than two years in the role.

03.15.23
Consultant/OCIO/Discretionary
Midwest Public Trust Selects Discretionary Investment Mgrs.

A public trust fund affiliated with a Midwest metropolitan airport has selected two discretionary investment managers following an RFQ process from the start of the year.

03.15.23
People Moves
West Coast Names Emerging Mgr. Investment Officer

The plan named a dedicated investment officer for its emerging manager program.

03.15.23
Commodities
West Coast Plan Monitoring Underperforming Mgr.

The manager has trailed its benchmark for two consecutive quarters.

03.15.23
People Moves
Madison International Realty Adds Strategic Investor Solutions Director

Firm has promoted Yichao Mark to the newly created position of director of strategic investor solutions.

03.15.23