Surveys/Studies
Geopolitics Emerge As Most Pressing Investment-Related Threat, But Also Opportunity Set: Report

As potential flashpoints around the world weigh heavy on the minds of global institutional investors, many still expect to capitalize on the volatility stirred up by political trends in the long run.

09.25.24
Real Estate
Real Estate Mgr. Forms Globally Focused Investment Mgmt. Leadership Team

The firm has updated its investing leadership structure, forming a globally-focused investment management leadership team, in preparation for its next phase of growth.

09.25.24
Consultant/OCIO/Discretionary
Midwest University Foundation Seeks Help For Upcoming OCIO Search

The foundation has issued an RFP seeking a firm to help it conduct a search for an outsourced cio to manage its portfolio.

09.25.24
People Moves
Mid-Atlantic University Searching For Next CFO

The university is searching for a new v.p. for finance and administration as its previous finance head left in July to take over as chief financial and operational officer at a nearby foundation.

09.25.24
People Moves
Midwest University Looking To Add To Investment Team

The university is looking to add an investment manager to primarily assist with sourcing, researching and recommending equity-oriented investments.

09.18.24
Asset Study/Review
West Coast Plan Revises A/A; Adds Real Assets Strategy

The organization pivoted its asset allocation toward domestic large-cap equities as part of revisions and also added a real assets strategy.

09.18.24
International / Global / Emerging Markets
Midwest Plan Terminates International Growth Equity Fund Due To Leadership Change

The plan has terminated an international growth equity fund after placng the manager on watch due to upcoming leadership changes and reinvested the assets with an existing manager in the portfolio.

09.18.24
Asset Study/Review
Midwest University Revamps Endowment, Retirement Plan A/As; Retains Consultant

The university approved a new investment policy with asset allocation changes for its endowment, including increases to global equity and private equity, and its retirement plan, including an increase to private debt.

09.18.24
People Moves
Southern School Names Next CFO

The college has hired a cfo and treasurer to oversee its finances and endowment following a search from earlier this year as its previous finance head retired.

09.18.24
People Moves
Southern University Searching For Finance Head, Names Interim CFO

The university has named an interim v.p. for finance, cfo and treasurer for its foundation as it searches for a permanent successor to its finance head, which left on June 30 to pursue other opportunities in higher education finance.

09.18.24