News

Extensive and timely coverage of the institutional industry.

Surveys/Studies
Institutions Should Resist The Urge Of Trying To Time The Markets: Report

The Staying Fully Invested paper offers historical perspective in an effort to help institutions stay the course through bear markets.

03.02.23
Consultant/OCIO/Discretionary
Southern Board To Conduct Investment Consultant Search

The board approved conducting a search for an investment consultant for its more than $2 billion in assets at its meeting in early February.

03.02.23
People Moves
London-Based Mgr. Hires First Impact Equities Head

The firm hired an individual for the newly created role to develop impact equity strategies for clients.

03.02.23
Small-Cap
Southern University System Adds New Small-Cap Mgrs., VC Commitments

The institution hired two domestic small-cap equity managers and added two venture capital commitments with existing managers at a meeting late last week.

03.02.23
People Moves
New England Foundation Announces Next President

The foundation announced its next president and ceo to lead its operations and strategies as its previous head is set to retire after more than 14 years at the organization.

03.02.23
People Moves
Midwest Foundation Searches For Associate V.P., Director Of Investments

The foundation is searching for a director of investments to help oversee its portfolio and develop and improve its diversity, equity and inclusion investment strategies.

03.02.23
Consultant/OCIO/Discretionary
Midwest Foundation Wraps Up Search, Selects New Consultant

The foundation has selected a firm to provide non-discretionary investment consultant services for its portfolio following an RFI process launched in the second quarter.

03.02.23
Consultant/OCIO/Discretionary
West Coast University Launches Climate-Related Portfolio Reporting Consultant Search

The university has issued an RFP seeking specialized services related to reporting and communication of climate-related disclosures for its endowment and operating pools for an inaugural report.

03.02.23
Emerging/Diverse Managers
HBCUs Can't Go It Alone In Supporting Diversity

By now, most know that less than 2% of the U.S.-based investment man­agement industry’s $82 trillion in assets is handled by diverse managers. Maybe less know that historically Black college and university endowments make up an even smaller percentage of higher edu­cation endowments nationally.

03.02.23
People Moves
Polen Capital Expands Emerging Markets Franchise

The firm hired two teams from LGM and opened an office in Hong Kong to enhance its capabilities in emerging markets and China.

03.01.23