MRI/Social Investments

Private Equity
Southern University Foundation Approves VC Commitments

A university foundation in the South has approved venture capital commitments at its investment committee meetings in February and November.

05.13.21
ESG
West Coast University Issues ESG Bonds

A university based on the West Coast sold ESG bonds last month to help finance and refinance campus construction and renovation projects.

05.13.21
Fixed-Income
Nuveen Launches Impact Investing-Focused Closed-End Fund

Nuveen has successfully completed the initial public offering of its core plus impact fund, the firm announced.  

05.06.21
ESG
West Coast University Adjusts Investment Strategy

A university based on the West Coast is adjusting its investment strategy.

04.29.21
Emerging/Diverse Managers
Company Launches Initiative To Address Racial Wealth Gap

Firm will partner with diverse asset managers, federally chartered community development financial institutions and other mission-driven organizations.

04.29.21
ESG
Great Plains Institution Added ESG-Provision To Investment Policy

A university based in the Great Plains region approved a new provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings.

04.29.21
MRI/Social Investments
Rocky Mountain 457 Plan Terminates Sustainable Equity Mgr.

A deferred compensation plan in the Rocky Mountain region terminated its sustainable equity manager, which had been on watch due to underperformance.

04.28.21
Private Equity
PE Space Dominated 2020 Search Activity; Manager Research To Focus On Due Diligence & Fees

Investors’ 2020 search activity remained on par with previous years despite the COVID-19 pandemic and there continues to be increased activity for private investment strategies, according to a recent webinar from an investment consultant.

04.22.21
ESG
Midwest College Incorporates ESG Factors Into Investment Process, Adds ESG Manager

A college in the Midwest has begun incorporating ESG considerations into its investment policy and hired an investment manager with a strategy built around ESG factors.

04.22.21
People Moves
Western Endowment Names Next CIO, Seeks Impact Investment Analyst

An endowment on the West Coast has named its next cio following the planned retirement of its current cio and is searching for an impact investment analyst for its impact investment portfolio.

04.22.21