Searches And Hires
Southern Trust Fund Issues Direct Lending RFP

A trust fund in the South has issued its RFP for a domestic direct lending manager to handle a private debt mandate between $50 million and $70 million.

09.17.20
Emerging/Diverse Managers
Universities Continue To Disclose Endowment Diversity Data

Universities continue to pull back the curtain on the diversity of their endowments with responses to an inquiry from two congressmen in the third quarter. 

09.10.20
Emerging/Diverse Managers
Southern Fund To Issue Emerging Manager Program RFP

A fund based in the South approved the issuance of an RFP seeking investment management services for its new emerging manager program this week.

09.02.20
Administrator/Record Keeper
Southern University Selects Retirement Plan Record Keepers

A university in the South has selected a retirement plan record keeper in its search for a firm to oversee its more than $1 billion in combined retirement plan assets.

09.01.20
Announcements
Government Agency Urges Endowments To Divest Foreign Stock

A U.S. government agency has urged endowments to divest from certain foreign holdings.

08.27.20
People Moves
Southern Health System CIO Joins Local Investment Advisor

The cio of a health system in the South left to join a local investment advisor this month.

08.27.20
Daily Feed
SEI Introduces Operational, Investment Support Platforms

SEI is broadening its offerings to institutional investors with insourced investment management through a suite of services providing customized operational support.

08.27.20
Alternatives
Great Plains Fund To Consider PE Manager

A fund based in the Great Plains region will consider hiring a private equity manager at its board meeting today.

08.27.20
Fixed-Income
Western State Fund Hires Core FI Manager

A trust fund in a Western state has hired a new active core fixed-income manager.

08.27.20
Surveys/Studies
Universities Face Liquidity Challenges And Stress For The 2020 Fall Semester

Immediate stresses brought on by COVID-19 challenged colleges and universities and made them realize the potential impact on their operations and liquidity longer-term, according to new research.

08.27.20