In The News
Does Fiduciary Duty Prevent Fossil Fuel Divestment?

Last month, climate change protesters stormed the field at the annual football game between Harvard and Yale Universities, delaying play for nearly an hour.

01.03.20
In The News
U-S-A! U-S-A! Why America’s Market Can Remain A World Champ

“Home bias” is one of the great money management foibles, but don’t tell that to U.S. investors. They have been favoring their domestic stock market and loving it.

01.03.20
In The News
Tougher Valuation Standards Raise The Bar For Managers And Investors

Regulators and investors are focusing more attention on how private-equity firms value the assets they own, making the valuation process both more complicated and costly.

12.24.19
In The News
Mormon Church Has Misled Members On $100 Billion Tax-Exempt Investment Fund, Whistleblower Alleges

A former investment manager alleges in a whistleblower complaint to the Internal Revenue Service that the Church of Jesus Christ of Latter-day Saints has amassed about $100 billion in accounts intended for charitable purposes, according to a copy of the complaint obtained by The Washington Post.

12.20.19
In The News
University of Missouri, Hillsdale Settle Lawsuit

The University of Missouri and Hillsdale College have agreed to settle Hillsdale’s lawsuit against the university. As part of the settlement, the institutions will split the endowment, currently valued at approximately $9.2 million.

12.19.19
Private Equity Announcements
Iowa College Starts Fund

A college based in Iowa is set to launch a new fund.

12.19.19
In The News
Mercer Global Assets Under Management Reaches OCIO Industry Milestone By Passing $300 Billion USD

Mercer today announced its global assets under management had reached $304.5 billion USD as of 30 November, 2019.

12.17.19
Searches And Hires
Southern Tribe Conducting Investment Manager Search

A Southern tribe has issued an RFP seeking a firm to handle its investment portfolio.

12.16.19
In The News
ESG Funds Draw SEC Scrutiny

Many investment firms have been touting new products as socially responsible. Now, regulators are scrutinizing some funds in an attempt to determine whether those claims are at odds with reality.

12.16.19
In The News
Managers Yield To Fee Demands From Institutions

U.S. institutional investors are consolidating their manager rosters in more commoditized, efficient markets strategies. As they reduce spending on this portion of their portfolio, they simultaneously increase spending on esoteric products that are more apt to attract excess returns.

12.16.19