Small-Cap
Southern 529 Replaces Small-Cap Manager

The domestic small-cap equity manager’s returns ranked below its peer group median and the strategy had low tracking error relative to the peer group.

05.13.26
International / Global / Emerging Markets
Southern Fund Adds Int’l Equity Mgr. To Watch List

The fund added an international equity large-cap equity manager to watch status in the fourth quarter as the strategy had underperformed the MSCI EAFE Index for the trailing quarter, one-, two-, three- and five-year periods.

05.13.26
Private Equity
Athletic Conference Enters Deal With PE Managers

The conference has entered into a private capital deal in a partnership between two private investment firms that will help with revenue generation, investment opportunities and provide a credit line.

05.13.26
People Moves
PE Manager Adds MD, Head Of Biz Development

The managing director will utilize their more than 15 years of direct private equity experience and origination capacity to build on the firm’s deal generation capabilities

05.13.26
Surveys/Studies
Investment Consultant Conducting Annual E&F Survey

The firm has launched its annual endowment and foundation survey as it looks to detail how nonprofits are approaching investments, governance, fundraising and the use of AI.

05.13.26
People Moves
Southern University Seeks Analyst

The investment analyst will assist in all stages of the investment process, including sourcing, origination, due diligence, implementation, monitoring and portfolio management.

05.13.26
Multi-Asset/Investment Advisor
Northeast College Reissues Investment Advisor RFP

The college has reissued its RFP seeking investment advisory and management services for its portfolio after initially launching the search in April.

05.13.26
Multi-Asset/Investment Advisor
Mid-Atlantic Corporation Extends Deadline In Investment Advisory Search

The corporation has extended the deadline for proposals in its search for firms to provide investment advisory services for its portfolio of unrestricted funds, restricted funds and long-term assets to later this month.

05.13.26
People Moves
Global Mgr. Hires MD To Help Lead European RE Biz

The firm hired a managing director to help lead its European Real Estate business after sourcing, underwriting, negotiating and structuring debt investments in Europe for a prominent manager.

05.13.26
Industry News
Outsourced CIO Opens Middle East Office

The firm announced the latest expansion in its 25-year history with the opening of its tenth office globally, this time in the Middle East.

05.13.26