News

Extensive and timely coverage of the institutional industry.

People Moves
Consultant Adds Two To Advisory Board

The firm added two new members to its advisory board as one of its inaugural members is set to retire after five years of service.

01.19.23
Surveys/Studies
Greater Alts. Allocations Help Mega Endowments Rise Above Smaller Peers: Report

Mega endowments continue to outpace their smaller peers despite the challenging market environment due in part to greater allocations to diversifying alternative asset classes, according to a recent report.

01.19.23
Alternatives
Western State University Foundation Adds PE, HF Investments

The university added a private equity commitment and a hedge fund investment with new firms in the second quarter.

01.19.23
Industry News
Investment Consultant Acquires Southern Wealth Advisory Team

The firm acquired an advisory team that oversees more than $2 billion on behalf of individuals, families, endowments and foundations, the majority of which are located in the middle Tennessee region.

01.19.23
Industry News
Firm Acquires Southern Investment Advisory Firm

The global investment firm has acquired a wealth advisory team based in Austin, Texas, which marks its first investment advisory team in the city.

01.19.23
People Moves
Southern Real Estate Firm Promotes Asset Mgr. To V.P.

The value-add real estate manager has promoted an asset manager to v.p. of asset management to oversee its asset management team and take over responsibility for risk management.

01.19.23
Infrastructure
Global Asset Manager Acquires Asia Alternatives Firm

The firm has added a green energy infrastructure investment team to its Asia business and the transaction is expected to be completed next month.

01.19.23
People Moves
Mid-Atlantic Endowments Names Next President

The philanthropic organization has tabbed a new president after its previous head left last year.

01.19.23
ESG
New England University Approves New Proxy Voting Guidelines

The institution approved four new voting guidelines on climate commitments, biodiversity, racial equity audits and cybersecurity in 2022 and has made the guidelines available publicly.

01.19.23
Credit/Private Debt
Mid-Atlantic University Adds Maiden Direct Lending Allocation To Endowment

The university also pivoted one of its retirement plans toward fixed-income during the fourth quarter.

01.19.23