Announcements
Mission Wealth Acquires AHC Advisors

Mission Wealth has acquired investment consulting firm AHC Advisors, the firms announced last week after NPNews published.

11.19.20
Announcements
Commonfund Institute Names Next Executive Director

Commonfund has named the next executive director of the Commonfund Institute.

11.19.20
Credit/Private Debt
Southern Fund Approves Direct Lending Commitments

A fund in the South approved commitments totaling $70 million to two domestic direct lending managers at its board meeting last week.

11.19.20
Searches And Hires
Midwest Treasurer Preps Program Manager RFP

A Midwestern state treasurer is preparing an RFP for a program manager.

11.19.20
Announcements
Western Foundation Creates Public-Private Partnership For Utility System

A foundation based in a Western state will lease its steam plant and utility system as part of a public-private partnership and invest a sizeable portion of the deal’s proceeds.

11.19.20
Searches And Hires
Midwest Fund Issues Investment Manager RFI

A local fund based in a Midwest state has issued an RFI seeking investment managers.

11.12.20
Daily Feed
West Coast Foundation Seeks Private Investments Director

A foundation based on the West Coast is looking for a director of investments focused on private markets

11.12.20
MRI/Social Investments
Mercer Launches Climate Change Solution For Investors

Mercer has announced the launch of climate transition analytics and advice for institutional investors.

11.12.20
Small-Cap
Mid-Atlantic 529 Plan To Issue Record Keeper RFP

A 529 plan based in the Mid-Atlantic region expects to issue an RFP for a record keeper this month.

11.12.20
Announcements
Lawsuit Against Western University Foundation For Breach Of Fiduciary Duty Dismissed

A lawsuit against a Western university foundation alleging a breach of fiduciary duty for underperforming the Standard & Poor’s 500 Index fund for a decade was “dismissed with prejudice” late last month.

11.12.20