Alternatives
New England University Makes PE Commitment

A university in New England approved a new private equity commitment for its endowment last month.

02.17.21
Announcements
New England University Prohibits Direct Coal, Tar Sands Company Investments

A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.

02.17.21
Fixed-Income
Southern Fund To Allow Below Investment Grade Fixed-Income Investments

A fund in the South revised its investment policy statement to allow staff to internally invest a portion of its fixed-income allocation in BB-rated securities at a meeting last month.

02.11.21
Searches And Hires
Southern Plan Seeks Int’l Equity Mgrs.

A plan based in the South is searching for firms to manage an international equity portfolio.

02.11.21
MRI/Social Investments
Southern Foundation Scaling Up Impact Fund

A foundation based in a Southern state is growing its impact fund.

02.11.21
Announcements
New England University Adopts Carbon-Reduced Portfolio

A university based in New England is reinvesting a portion of its overall investment portfolio currently invested in carbon-intensive companies.

02.11.21
Asset Study/Review
Western Fund Reviews Global Equity Portfolio Structure

A fund based in the West received a global equity portfolio structure analysis from its general investment consultant last month.

02.11.21
People Moves
Northeast Foundation Names New CIO

A foundation in the Northeast has hired a new cio to oversee its more than billion-dollar portfolio.

02.11.21
Announcements
Western Health System CIO Retires

The cio of a health system in the West retired last month after almost 28 years with the institution.

02.11.21
Asset Study/Review
Midwest University Revises Target AA

A university based in the Midwest has revised its asset allocation, increasing allocations to alternative assets at the expense of bonds and commodities.

02.11.21