Credit/Private Debt
Midwest University Adding Private Credit, Treasury Strategies

The university is adding private credit and U.S. Treasury bond strategies to its portfolio after transitioning to a discretionary advisory relationship in the first quarter.

12.13.23
Multi-Asset/Investment Advisor
Mid-Atlantic Community College Issues Investment Advisor RFP

The community college has issued an RFP seeking an investment advisor to oversee and manage its portfolio, which is currently allocated exclusively to public domestic and international equities and public fixed-income assets.

12.13.23
Large-Cap
Midwest University Revises IPS Asset Allocation

The university has revised the investment policy statement for its investment portfolio, shifting its asset allocation toward domestic large-cap equities.

12.13.23
Industry News
Global Investment Firm Acquires U.S. Private Equity Group

The London-based investment firm focused on energy has acquired a U.S.-based private equity firm focused on sustainability investments.

12.07.23
Alternatives
Great Lakes Institution Adds Follow-On Private Equity, Natural Resources Commitments

The university disclosed follow-on commitments with existing private equity and natural resources managers within its long-term portfolio made in the third quarter.

12.07.23
Private Equity
Western State Fund Weighs Adding Two Private Equity Buyout Funds

The fund is considering the addition of two new private equity managers to its trust as part of the buildout of its allocations to alternatives.

12.06.23
MRI/Social Investments
Mountain State Foundation Carves Out Impact Allocation Target

The foundation has established a target allocation for impact investments after deliberating on the subject since last year, when it invested in an impact fund.

12.06.23
People Moves
Midwest Religious Order Names Next CIO

The institution has hired its next cio from a nearby investment advisor and resources platform launched in 2021.

12.04.23
Fixed-Income
Investment Manager Launches New Fund

The firm has launched a new fund targeting seasoned mortgage-backed securities.

11.29.23
MRI/Social Investments
Midwest Foundation And Asset Managers Deploy Impact Fund

A foundation based in the Midwest and two managers have put more than $1 billion in capital toward global sustainability and development goals.

11.29.23