News

Extensive and timely coverage of the institutional industry.

Credit/Private Debt
Rocky Mountain Plan Makes Maiden Credit Commitments; Axes RE Mgr.

The plan was notified of two credit commitments and a core real estate manager termination at yesterday’s board meeting.

12.08.22
Non-U.S. & Global Equity
Northwest Plan Wraps Up Global Equity Search

The plan hired a global equity manager to replace its incumbent, which was liquidated this summer.

12.08.22
Surveys/Studies
E&Fs Should Explore Private Assets, ESG And China Equity In Volatile Market: Report

Private assets, ESG and Chinese equity will help endowments and foundations garner strong returns over the long term without missing opportunities in the short term, according to a new report.

12.08.22
Asset Study/Review
Midwest University Considering Target Allocation Changes

The university will consider revising the target asset allocation for its model portfolio, including increasing the allocations to venture capital and private equity and natural resources, this week.

12.08.22
Venture Capital
Venture Capital Firm Closes Two Funds

The minority-owned venture capital firm has closed two tech-focused funds with 90% of the combined capital coming from traditional, institutional LPs including endowments, funds-of-funds, foundations and consultants.

12.08.22
Industry News
Registered Investment Advisor Acquires Firm To Grow Institutional Client Base

The investment advisor will absorb staff from the recently acquired Southeastern regional advisor as it looks to grow its individual and institutional client base in Florida.

12.08.22
Industry News
Investment Advisor Acquires Two Firms

The investment advisor recently acquired a Midwest-based women-led investment advisor and a Western-based financial consulting firm.

12.08.22
ESG
New England University Adds New Fossil Fuel-Free Index Strategy

The university system has added a fossil fuel-free passive index strategy to align with its recent mandate to divest its portfolios of direct and indirect investments in fossil fuels.

12.08.22
Small- to Mid-Cap
Florida P&F Plan Makes Smid-Cap Value Hire

The plan moved a portion of its mid-cap value assets to the new small- to mid-cap value manager.

12.07.22
Consultant/OCIO/Discretionary
Windy City Pension Posts Consultant RFP

Plan last conducted a search for the services in 2017.

12.07.22