Daily Feed

Asset Study/Review
Midwest Plan Weighs New Alternatives Allocation

The foundation is considering a maiden alternatives allocation within its portfolio and weighing the addition of hedge fund, infrastructure and private debt investments to fund the allocation.

11.03.22
Multi-Asset/Investment Advisor
Midwest University Seeks Advisor To Handle Bond Proceeds

The university is seeking a firm to handle joint investment of bond proceeds services on behalf of itself, and two other universities in the state.

11.03.22
Profiles
New Fordham CIO Settles Into Role Amid Unsettled Markets

Geeta Kapadia recently took the time to share her views on the strength of the U.S. dollar, inflation, interest rate movements and the pace of private fund re-ups with Nancy Vailakis, a contributor to Emerging Manager Monthly, the sister publication on Nonprofit News.

11.03.22
Administrator - Bundled
Southwest University System Seeks Record Keeping, Investment Services For Retirement Plans

The university system has issued an RFP seeking firms to provide lead record keeper, investment, administrative and participant services for its multi-billion retirement plans.

11.03.22
Private Equity
Private Equity Manager Closes Oversubscribed Fund III

The firm closed its third fund above its $550 million initial target with the support of existing investors and a substantial personal commitment from its team.

11.03.22
Profiles
5 Questions With Lafayette College CIO Krishna Memani

CIO Krishna Memani leads the management of Easton, Pa.-based Lafayette College’s approximately $1 billion endowment and New York-based investment office. Memani took the time to answer 5 questions with FIN News.

11.03.22
People Moves
Discretionary Manager Hires Partner From CalPERS

The firm hired a partner to co-lead its 20-person private equity and venture capital team from CalPERS.

11.03.22
Cash/Currency
West Coast Trust Fund Posts Investment RFPs

The trust is seeking an investment manager and a money market provider.

11.02.22
Trends
Keeping A Record: Managers Must Archive Communications To Avoid SEC Fines

Investment managers can avoid fines by making sure their employees use applications that archive communications while also maintaining appropriate policies and procedures for staff compliance, according to law firm Troutman Pepper.

11.02.22
Credit/Private Debt
Texas Plan Adds DL Commitment

The plan added a $100 million direct lending commitment to an existing manager relationship.

11.02.22