Domestic Equity
Midwest Health System Sheds U.S. Large-Cap, Emerging Markets Equity Strategies

The healthcare system redeemed domestic large-cap equity and emerging markets equity allocations and reallocated the proceeds with existing equity managers in its portfolio at the recommendation of its general investment consultant in the first quarter.

03.20.24
Venture Capital
Midwest University, Institutional Investor Commit To Climate Tech Fund

The university and the investmenĀ¬t arm of a European foundation have both committed to a venture fund focused on climate-related technologies that recently closed.

03.20.24
Real Estate
Global Private Equity Real Estate Firm Closes Investment In Emerging Multifamily RE Firm

A return-driven investment platform managed by global private equity real estate firm has completed its inaugural investment in an emerging multifamily real estate firm that targets repositioning assets in primary and secondary markets across the South and Midwest.

03.20.24
Consultant/OCIO/Discretionary
Southern University Rehires Investment Consultant

The university rehired its investment consultant for its long-term and cash pools following the issuance of an RFP in the fourth quarter for standard due diligence purposes

03.20.24
People Moves
Investment Consulting & Outsourced CIO Firm Hires Senior Consultant

The firm has hired a senior investment consultant from another investment consulting firm to work with nonprofit clients.

03.20.24
Consultant/OCIO/Discretionary
Western Fund To Conduct Consultant Search Next Year

The fund will conduct a search for investment consultants next year after extending the contracts of its incumbent providers at its March board meeting.

03.20.24
Consultant/OCIO/Discretionary
Mercer Completes Acquisition of Vanguard Outsourced CIO Business

The firm has successfully completed its acquisition of the outsourced cio business, which will expand its capabilities and expertise in providing investment solutions to nonprofits and institutional investors in the U.S.

03.15.24
People Moves
Southern Foundation Private Equity Managing Partner As Board Chair

The firm elected the managing partner of a private equity firm as the new chair of its board of trustees in early March.

03.13.24
People Moves
Investment Consultant Senior V.P. Departs For New Role

The senior v.p. and advisor at the investment consulting firm recently left to pursue a new opportunity at a firm providing individual and family wealth advisory services.

03.13.24
Multi-Asset/Investment Advisor
Canadian Foundation Hires New Investment Manager

The hire follows a search launched last year as part of its strategy to review and assess the management of its portfolio every five years.

03.13.24