Asset Study/Review
Midwest 529 Swaps Real Estate, Bond Strategies

A 529 plan in the Midwest has swapped several underlying real estate and fixed-income strategies to help reduce fees.

12.16.21
MRI/Social Investments
Southern University Creates Fund Targeting Local Area

A university in the South has created an investment fund that will draw from its endowment to promote local residential and commercial development projects.

12.16.21
Private Equity
Western Fund Adds Adds Tech-Focused PE Commitment

A state trust fund in a Western state has added an alternative asset investment.

12.09.21
Alternatives
Midwest University Foundation Adds Alts. Commitments

A university foundation based in the Midwest added private equity, private credit and real assets commitments to its long-term endowment pool at its board meeting last month.

12.09.21
Industry News
West Coast Hospital Seeks Investment Analyst

A hospital based on the West Coast is searching for an investment analyst to assist in the management of its investment portfolio.

12.09.21
ESG
Midwest University Commits To ESG Manager Reviews

A university based in the Midwest will periodically review all managers for ESG-related criteria within its investment portfolio as part of a new investment policy adopted at its board meeting last week.

12.09.21
Industry News
Southern Foundation Names New CFO

A foundation based in the South has named a new cfo to manage its finances and investment pool.

12.09.21
Fixed-Income
West Coast 529 Plan Swaps Fixed-Income Strategies

A 529 plan based in the West Coast approved replacing a strategy within its diversified fixed-income portfolio due to organizational issues at the firm at its November board meeting, according to a live webcast.

12.02.21
ESG
Mid-Atlantic College Liquidating Fossil Fuel Holdings

A college based in the Mid-Atlantic region is shedding its private exposures to fossil fuel holdings within its endowment over the next 12 to 24 months.

12.02.21
Industry News
Midwest Religious Organization CFO Retiring

The senior director of operations and cfo at a Midwestern religious organization will retire at the end of the year.

12.02.21