Asset Study/Review
Southern Corporation To Vote On Bylaws This Month

A corporation in the South held its first meeting last week and is one step closer to being a functioning entity as it will vote on its initial bylaws at a meeting later this month.

01.13.22
Consultant/OCIO/Discretionary
New England Convention Center Seeks Consultant For Retirement Trusts

A New England convention center authority has issued an RFP for a consultant for its retirement trusts after hiring its first consultant at the onset of the establishment of the funds in 2017.

01.13.22
Consultant/OCIO/Discretionary
Western Savings Program Issues Consultant RFP

A savings program based on the West Coast is searching for an investment consultant due to the upcoming contract expiration of its incumbent provider.

01.13.22
Asset Study/Review
New England University Updates Asset Allocation

A university in New England approved new fiscal year investment policy targets for its portfolio, increasing its allocations to private equity and absolute return.

01.13.22
Industry News
Western Fund Hires Analyst Following Search

A fund based in the West hired an investment analyst to handle evaluation, due diligence and ongoing monitoring of investments following a search for the role from last year.

01.13.22
Asset Study/Review
Western Fund Adjusts A/A Target Ranges

A fund in the West approved new long-term policy benchmark targets for its portfolio that established symmetrical minimum and maximum ranges around the long-term allocation.

01.13.22
In The News
Taking Stock: NEPC Asset Allocation Roundtable - The 2021 Edition

Asset allocation is integral to the success of any investment portfolio and it is among the most important decisions an investor will make. In this discussion, NEPC lifts the curtain to offer a behind-the-scenes glimpse of the issues and themes at the forefront of the meetings of its Asset Allocation Team.

01.10.22
People Moves
Western University Names New Investment Head Following CIO Retirement

A university on the West Coast has named a new investment head following the retirement of its longtime cio in the fourth quarter.

01.07.22
Consultant/OCIO/Discretionary
Southern University Foundation Searches For Consultant

A university foundation in the South is searching for an investment consultant for its investment portfolio for due diligence purposes.

01.07.22
Alternatives
Southern Education System Approves HF, RE Commitments

An education system in the South approved commitments to a new hedge fund manager and an existing real estate firm within its endowment at its December board meeting.

01.06.22