News

Extensive and timely coverage of the institutional industry.

Passive Fixed-Income
New England University Weighs Adding Treasury Strategy

The university is considering adding a U.S. Treasury bond strategy to two of its portfolios after creating a maiden 5% target to Treasuries in both portfolios last quarter.

05.18.23
Consultant/OCIO/Discretionary
Midwest Community College Seeks Consultant For Retirement Plans

The college is searching for an investment consultant to manage its 403(b) and 457(b) retirement plans and select and replace underlying funds on a discretionary basis.

05.18.23
Asset Study/Review
Southern Fund Decides Against Watch Status For Mgr. Despite Upcoming Retirements

The fund decided not to take any watchlist action on one of its fixed-income managers despite the announced retirements of three senior members at the firm.

05.18.23
Asset Study/Review
Southern Trust Fund Removes Firm From Watch

The fund removed a multi-asset class manager from watch as concerns surrounding organizational changes have subsided, while two firms saw their own watch status extended through February 2024.

05.18.23
Alternatives
Midwest University Considering Adding Currency Overlay Mgr., New VC Firm

The university will consider adding a currency overlay manager to take active positions in currencies and a venture capital strategy this week after increasing its target to the asset class in late 2022.

05.18.23
People Moves
Investment Advisor Adds Director To Research Team

The firm hired a director to serve as a senior member of its manager research group with a focus on private equity investments.

05.18.23
People Moves
Midwest Hospital Names New CFO

The hospital has promoted its former controller to cfo to oversee its finances and investments as its previous finance head retired in mid-2022.

05.18.23
Consultant/OCIO/Discretionary
Western University Searches For DC Plans Consultant

The university is searching for an investment consultant to review its 401(a) and 403(b) defined contribution plans and their operations.

05.18.23
Alternatives
Southern University Considering VC Commitment, HF Redemption

The university will consider committing $10 million across three underlying funds with a venture capital manager and fully terminating its investment with a hedge fund manager for diversification purposes.

05.18.23
People Moves
Northwest University Foundation Hires New CFO

The foundation has hired a new cfo to oversee its finances and endowment portfolio following a search from earlier this year as its finance head left to pursue other opportunities.

05.18.23