Profiles
Yale CIO David Swensen Remembered By Colleagues As More Than Renowned Investor

An imposing figure standing over six feet tall with an authoritative voice, David Swensen had a penchant for forging his own trail, whether it be on his Killingworth, Conn. property or within his philosophy and approach to investing Yale University’s endowment. Swensen, 67, died last week after an almost decade long battle with cancer.

05.13.21
People Moves
Southern University Promotes MD To CIO

A university in the South has promoted its managing director as its new permanent cio after its cio retired in the fall.

05.13.21
People Moves
Yale CIO, Creator Of ‘Endowment Model’ Passes Away After Battling Cancer

Yale University CIO David Swensen died on May 5 “after a long and courageous battle with cancer,” according to a letter to the university community from President Peter Salovey.

05.06.21
Consultant/OCIO/Discretionary
Southern University Seeks Consultant For Retirement Plans

A university in the South has issued an RFP seeking a firm to provide investment consulting services for its retirement and deferred compensation plans.

05.06.21
Searches And Hires
Mid-Atlantic University Issues Investment Advisor RFP

A university in the Mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory services for its endowment due to the contract expiration of its incumbent provider.

05.06.21
Insights
Managers Must Differentiate Their Brand To Win New Business In A Post Pandemic World: Webinar

Investment managers must effectively differentiate their brand now more than ever, as institutional investors plan on adding fewer new managers over the next year as a result of the COVID-19 pandemic, according to a recent webinar.

05.06.21
Emerging/Diverse Managers
Q&A With Connecticut Health Foundation

CEO Tiffany Donelson and Board Chair Kenneth R. Alleyne took time to participate in a question and answer on the Hartford-based organization’s diversity efforts within its $125 million investment portfolio.

05.06.21
Credit/Private Debt
Midwest Fund Adds Core RE, Securitized Credit Commitments

A trust fund in a Midwestern state approved the commitments during its board meeting last week.

05.06.21
Multi-Asset/Investment Advisor
Florida Legislature Closes Lawton Chiles Endowment Fund

The Florida State Senate voted to terminate and liquidate the Lawton Chiles Endowment Fund (LCEF) on April 30

05.06.21
Fixed-Income
Nuveen Launches Impact Investing-Focused Closed-End Fund

Nuveen has successfully completed the initial public offering of its core plus impact fund, the firm announced.  

05.06.21