Searches And Hires
Southern College Foundation Seeking Investment Consultant

A college foundation in the South has issued an RFP seeking an investment consultant to handle its foundation investments and mineral assets.

05.28.21
Searches And Hires
West Coast Fund Reissues RFP For Investment Advisory Services

A fund on the West Coast has reissued an RFP seeking an investment advisor to provide investment management and custodial services for its investment portfolio.

05.27.21
Consultant/OCIO/Discretionary
Southern University Foundation Slates Discretionary Advisor Finalist Presentations

A university foundation in the South will interview three finalists in its discretionary investment advisor search next month after narrowing the search from eight semifinalists at its meeting this week.

05.27.21
Consultant/OCIO/Discretionary
West Coast University Foundation Outsources Endowment Management

A university foundation based on the West Coast has hired an investment advisor to manage its endowment beginning July 1.

05.27.21
Asset Study/Review
Midwest University Approves New A/A

A university based in the Midwest adopted a new asset mix, increasing its targets to domestic equity, diversifying strategies, fixed-income and cash at an investment committee meeting last week.

05.27.21
Asset Study/Review
Southern University Considering Maiden Allocations

A university in the South will consider maiden allocations to global equity, private debt, Treasuries/TIPS and diversified fixed-income at a special workshop prior to its next committee meeting in the third quarter.

05.27.21
Credit/Private Debt
Western Fund Discloses Commitments

A fund in the West disclosed it is committing to alternative credit, China A-Shares, venture capital fund-of-funds, venture capital and opportunistic fund managers at its board meeting this week.

05.27.21
Consultant/OCIO/Discretionary
Midwest Foundation Hires New Investment Consultant

A foundation in the Midwest hired a new general investment consultant following an RFP process led by a search consultant last year.

05.27.21
Industry News
Southeast College Searching For Investment Advisor

A college in the Southeast is searching for an investment advisor to oversee its endowment.

05.27.21
Real Estate
Rocky Mountain State Fund Approves Real Estate Commitments

A Rocky Mountain state fund approved a follow-on real estate commitment at its board meeting last week.

05.27.21