Private Equity
Southern Education System Makes Private Equity Commitment

An education system in the South approved a private equity commitment with a new manager at its board meeting last month.

10.14.21
Consultant/OCIO/Discretionary
Western College Foundation Seeks Discretionary Advisor

A college foundation in the West is searching for a firm to provide discretionary investment consulting services for its investment portfolio as part of standard due diligence.

10.14.21
Consultant/OCIO/Discretionary
New England University Switches Consultants, Makes PE Commitments

A university in New England has hired a new general investment consultant for its endowment, replacing its incumbent following a more than decade-long relationship.

10.07.21
Emerging/Diverse Managers
New England Health System Anchoring New Alts Fund Targeting Diverse Mgrs.

A health system in New England is anchoring a new fund that will seed alternative investment funds for diverse managers.

10.07.21
Consultant/OCIO/Discretionary
Mid-Atlantic Medical School Seeks Consultant For Employee Retirement Plans

A medical school in the Mid-Atlantic region has issued an RFP seeking a consultant for its 403(b), 457(b) and 401(a) employee retirement plan programs.

10.07.21
Industry News
Mid-Atlantic Advisor Seeks Staffers To Focus On Mgr. Selection

An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.

10.07.21
Industry News
Northeast Foundation Seeks Analyst

A foundation in the Northeast is searching for an investment analyst to assist in the management of its investment portfolio.

10.07.21
Consultant/OCIO/Discretionary
Western Plan Changes Management Structure; Codifies Commitment To Diverse Mgrs. In IPS

A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.

10.07.21
Emerging/Diverse Managers
Foundations Increasing Investment, Disclosure Into Diverse Mgrs. Yet Work Remains: Study

Foundations continue to be the leaders of the institutional investment space when it comes to investing with diverse- and women-owned firms as 30 of the top 55 largest foundations collectively invest more than $11 billion with diverse-owned managers, yet work remains as 14 elected not to disclose any data including diversity statistics, according to a study.

09.30.21
Consultant/OCIO/Discretionary
Western System Slated To Transition Endowment Mgmt. To Sole Outsourced CIO

A system based in the West is expected to receive a staff recommendation to transition the management of its endowment to a single outsourced cio provider this week.

09.30.21