Asset Study/Review
Western State Trust Approves New Asset Targets, Manager Changes

A Western state trust fund approved new asset allocation targets and manager changes this month.

04.16.20
Alternatives
Liquidity Key Concern In Coming Weeks And Months For Investors: Report

With market liquidity seizing up, liquidity is the main concern for investors in the coming weeks and months, according to a new report.

04.16.20
Searches And Hires
Mid-Atlantic 529 Program Searching For Investment Consultant

A Mid-Atlantic 529 program has issued an RFP seeking an investment consultant.

04.13.20
In The News
Private-Equity Firms Scramble to Shore Up Coronavirus-Hit Holdings

Private-equity executives have spent the past five years bemoaning the difficulty of investing profitably with stocks at elevated levels. Now, they’re getting a taste of what they wished for—and a whole new set of headaches.

04.13.20
COVID-19 News
COVID-19 Pandemic Delivers Financial Blow To Universities As Some Fight To Keep Lights On

Colleges and universities face unprecedented situations after the COVID-19 outbreak precipitated a mass exodus of students resulting in significant financial losses and a market downturn that is deeply affecting endowments.

04.08.20
Asset Study/Review
Western Trust Weighs Asset Allocation Changes

A Western trust is considering asset allocation changes across its investment portfolios.

04.08.20
In The News
Hedge Fund Star Behind 4,000% Coronavirus Return Peers Into Crystal Ball

Financial news outlets are full of predictions these days by investors who allegedly “called the coronavirus collapse” for what they think will happen next. A leaked client letter from a hedge fund star who made an absolute killing in the selloff promising a peak into his “magical crystal ball” is practically financial catnip.

04.08.20
People Moves
Mid-Atlantic Nonprofit Hires Next CIO

A nonprofit in the Mid-Atlantic region hired a new cio last month following a search from last summer.

04.03.20
Surveys/Studies Trends Announcements
E&Fs Can Hang Tight As Current Market Environment Will Deliver Investment Opportunities: CAPTRUST

Long-term investors like endowments and foundations are in a terrific position to capitalize on recent market volatility as the COVID-19 pandemic continues to unfold, according to experts at CAPTRUST Financial Advisors.

04.02.20
People Moves
Mount Holyoke Hires Cambridge Associates Partner As First CIO

Mount Holyoke College has hired a partner at Cambridge Associates as its first cio.

04.02.20