News

Extensive and timely coverage of the institutional industry.

Administrator - Bundled
Southern ABLE Plan Transitions To New Program Mgr.

The plan approved transitioning to a new program manager in the third quarter as its previous provider was acquired earlier this year.

10.06.22
ESG
Mid-Atlantic University Dissociating From Thermal Coal, Tar Sands Companies

The university’s board of trustees voted to dissociate from 90 companies that are active in the thermal coal or tar sands segments of the fossil fuel industry in early September as part of its goal to achieve net-zero greenhouse gas emissions in its endowment.

10.06.22
Consultant/OCIO/Discretionary
Western 529 Plan To Issue Investment Consultant, 529 Industry Consultant RFPs

The college savings plan will conduct searches for both investment consulting and 529 industry consulting services due to the April 2023 contract expirations of its incumbent providers.

10.06.22
People Moves
Mid-Atlantic University Searches For Investments Director

The university is searching for a director of investments to help replace its deputy cio, who left this summer to join another university as its investment head to help launch an in-house investment office.

10.06.22
Multi-Asset/Investment Advisor
Boston Nonprofit Hires Investment Advisor

The organization hired an investment advisor in the third quarter following a search from late 2021.

10.06.22
Asset Study/Review
Midwest University Debates Changing Investment Mgmt. Role

The university will consider taking a more discretionary role in the management of its non-endowed portfolios.

10.06.22
Alternatives
Meketa Posts Long Vol/Tail Risk Hedging RFI

The consulting firm is seeking long volatility and tail risk hedging managers on behalf of a $6 billion OPEB trust client.

10.05.22
Consultant/OCIO/Discretionary
Northeast Plan Hires New Private Markets Consultant

The plan made the hire at a board meeting this week after reissuing an RFP for the second time this summer.

10.05.22
Fixed-Income
West Coast Plan To Consider Duration Specialists

The plan will receive a recommendation to hire two duration specialists next week.

10.05.22
Domestic Equity
Northeast Plan Axes Large-Cap Value Mgr.; Makes Commitments

The plan terminated a $1.4 billion domestic large-cap value equity mandate and made commitments with four existing managers and one new manager in August.

10.05.22