Consultant/OCIO/Discretionary
Southern University Foundation Hires New Consultant

New investment consultant hire comes out of a late 2021 search for standard due diligence purposes.

06.16.22
Consultant/OCIO/Discretionary
Canadian Government Agency Hires Outsourced CIO

The agency hired an outsourced cio to provide investment management, operations, asset allocation strategy, client service and reporting services for more than $1 billion of its assets.

06.16.22
Multi-Asset/Investment Advisor
Southern University Seeks Treasury Mgmt. Services

The university has issued an RFP seeking a firm to provide treasury management services, including cash management services.

06.16.22
Fixed-Income
Southern 529 Plan Adds High-Yield, EME Bond Strategies

Addition of emerging market fixed-income and high-yield bond strategies last month offers participants opportunities for additional yield.

06.16.22
People Moves
Mid-Atlantic Foundation Promotes Staff Member To Director Of Investments

New director will carry out foundation’s investment program, audit and tax functions and oversee finance and operations following a search from earlier this year.

06.16.22
Asset Study/Review
Southern System To Consider A/A Changes; Makes PE Commitments

Target asset allocation changes under consideration for the system’s largest pool would ensure the portfolio is prudently allocated to withstand further disruptions to the market and economy.

06.16.22
Real Estate
Great Lakes University Considers Additional Commitment To RE Manager

The university will consider committing additional capital to an existing real estate strategy as the firm eyes a more robust opportunity set than anticipated and prefers to increase the size of the fund rather than raise a new one.

06.15.22
Private Equity
Southern Fund Approves PE Commitment

Commitment is with a private equity strategy centered around making investments in the North American midstream energy sector.

06.09.22
People Moves
Mid-Atlantic Foundation Adds Sr. Investment Officer

Senior investment officer addition in the first quarter follows a managing director of investments departure for a private equity and venture capital manager.

06.09.22
Credit/Private Debt
Southern Education System Approves Direct Lending Commitments

System’s endowment is underweight its target to the asset class.

06.09.22