Credit/Private Debt
Southern Fund Narrows Direct Lending Search, Considering Commitment

A Southern fund will consider two domestic direct lending managers to handle a private debt mandate between $50 million and $70 million following the issuance of an RFP in September.

11.12.20
Daily Feed
New England University Adds HF, U.S. Equity Investments

A university based in New England added hedge fund and domestic equity investments to its endowment last month.

11.12.20
Daily Feed
Värde Partners Raises More Than $2.6 Billion Targeting Dislocation Opportunities

Värde Partners, a leading global alternative investment firm, today announced the final close of The Värde Dislocation Fund (the “Fund”) with more than $1.6 billion of commitments, exceeding its $1 billion target in five months of fundraising.

11.11.20
Announcements
Ivy Endowments Underperform U.S. Stock And Bond Portfolio For Second Year In A Row: Research

All but one of the eight Ivy League endowments underperformed a 60/40 portfolio of U.S. domestic stocks and bonds in the 2020 fiscal year for the second consecutive year, according to recent research.

11.05.20
MRI/Social Investments
New England Foundation Establishes ESG Portfolio

A foundation based in New England established a new Environmental, Social and Governance (ESG) portfolio earlier this year.

11.05.20
Administrator/Record Keeper
Midwest University Selects Sole Retirement Plan Record Keeper

A university based in the Midwest has chosen one record keeper for its retirement plans following an RFP process.

11.05.20
Surveys/Studies
Impact Investments’ Strong Returns Meet Investor Expectations: Survey

Impact investments across asset classes have generated strong realized returns over time, helping investors meet their impact performance and financial return expectations, according to a survey.

11.05.20
Daily Feed
New York Foundation Searching For Analyst

A foundation based in New York is searching for an investment analyst to assist in the oversight and management of its investment portfolio.

11.05.20
Searches And Hires
Midwest Trust Fund To Receive Credit, Fixed-Income Recommendations

A trust fund in the Midwest will hear recommendations to add private credit strategies at its December board meeting and new core bond and multi-sector fixed-income managers at its November board meeting.

11.05.20
Announcements
Janus Henderson Names ESG Head

Janus Henderson has appointed its first head of ESG investments.

11.05.20