News

Extensive and timely coverage of the institutional industry.

Asset Study/Review
Midwest University Considering New A/A

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

09.23.21
Micro-Cap
International Micro-Cap Offers World Of Opportunities

Institutional investors have long overlooked international micro-cap equity’s ability to drive alpha and its diversification benefits, according to investment managers involved in the space with strategies dating back decades.

09.23.21
Emerging/Diverse Managers
HBCU Adds Minority-Owned Manager Mandate To Endowment Policy

An HBCU in the Mid-Atlantic region revised its endowment policy this week to implement a mandate that a majority of its endowment be managed by minority-owned investment firms.

09.23.21
People Moves
Prime Buchholz Founder Dies

Prime Buchholz Founder Jim Buchholz died of natural causes on Sept. 9 in Kansas City, Mo., the firm announced.

09.23.21
People Moves
Western Foundation Seeks Investment Head As CIO Sets 2022 Retirement

A foundation based in the West is conducting a search for a cio to oversee its investment portfolio as its current cio is set to retire next year.

09.23.21
Daily Feed
Mid-Atlantic University Hires Associate Director From Midwest University

A university in the Mid-Atlantic region has hired an associate director of investments effective Sept. 30 from a university in the Midwest, where he most recently served as an investment associate.

09.23.21
Industry News
Investment Consultants Form Global Net-Zero Carbon Initiative

Twelve investment consulting firms have launched the Net-Zero Investment Consultants Initiative with the goal of achieving global net zero greenhouse gas emissions by 2050 or sooner, according to an announcement.

09.23.21
Bank Loan
West Coast Plan Adds Bank Loan Strategy As Part Of A/A Changes

A plan based on the West Coast added a bank loan strategy as part of the adoption of a new asset allocation last month.

09.23.21
People Moves
HS Management Partners Names Biz. Development, Marketing V.P.s

HS Management Partners has hired a senior v.p. and head of business development and appointed a senior v.p. for client marketing to form a group to support existing clients that include foundations, endowments, high-net-worth individuals and families as well as drive new business opportunities.

09.23.21
People Moves
Western Investment Advisor Adds MD To Support Sustainable Investing

An investment advisor based in the West has hired a as a managing director to support its responsible and sustainable investing approaches.

09.23.21