News

Extensive and timely coverage of the institutional industry.

In The News
Callodine Group Announces Acquisition Of Gordon Brothers Finance Company, LLC

Callodine Group (“Callodine”), an asset management firm focused on yield-oriented investment strategies, today announced that it has entered into a definitive agreement to acquire the loan portfolio and assume the employees and operating costs of Gordon Brothers Finance Company, LLC (“GBFC”).

11.05.20
Announcements
Ivy Endowments Underperform U.S. Stock And Bond Portfolio For Second Year In A Row: Research

All but one of the eight Ivy League endowments underperformed a 60/40 portfolio of U.S. domestic stocks and bonds in the 2020 fiscal year for the second consecutive year, according to recent research.

11.05.20
Asset Study/Review
Southern Foundation Reviewing Equity Managers As Part Of Allocation Shift

A foundation affiliated with a university in a Southern state is reviewing its equity manager roster as it looks to shift its public equity portfolio toward domestic assets and away from international developed and emerging markets.

11.05.20
MRI/Social Investments
New England Foundation Establishes ESG Portfolio

A foundation based in New England established a new Environmental, Social and Governance (ESG) portfolio earlier this year.

11.05.20
Equity
Southern University System Adds Public And Private Equity Managers

A university system in the South approved terminating a domestic equity manager and adding domestic and global equity investments and private equity commitments at its investment committee meeting this week.

11.05.20
Administrator/Record Keeper
Midwest University Selects Sole Retirement Plan Record Keeper

A university based in the Midwest has chosen one record keeper for its retirement plans following an RFP process.

11.05.20
Industry News
Commitments To Presidential Library Leads To Permanent Endowment

The commitments allowed for new state funding.

11.05.20
Surveys/Studies
Impact Investments’ Strong Returns Meet Investor Expectations: Survey

Impact investments across asset classes have generated strong realized returns over time, helping investors meet their impact performance and financial return expectations, according to a survey.

11.05.20
Industry News
Rocky Mountain Region Fund Adds Investment Analyst

A fund based in the Rocky Mountain region has hired a new investment analyst following a staff departure.

11.05.20
Daily Feed
New York Foundation Searching For Analyst

A foundation based in New York is searching for an investment analyst to assist in the oversight and management of its investment portfolio.

11.05.20