Administrator - Bundled
Midwest ABLE Plan Sticks With Program Manager, Record Keeper

The state disability savings plan selected its incumbent program manager and record keeper to continue to provide the services following a search launched last year.

03.06.24
People Moves
Investment Firm Names New Managing Director

The global investment firm has hired a managing director to oversee a newly combined investment and client solutions group.

03.06.24
People Moves
Federal Regulator Appoints New Director For Division Of Investment Management

The federal regulatory body has appointed a new director for its division of investment management following a departure.

03.06.24
Asset Study/Review
Midwest University Preps For Asset Allocation Review

The university will review its asset allocation during an upcoming board meeting after pausing its plans to build out its private debt allocation.

03.06.24
Consultant/OCIO/Discretionary
Southern Alumni Association Seeks Discretionary Manager

The alumni association affiliated with a Southern university has issued an RFP seeking a discretionary investment advisor for its two funds as it is required to put the services out for bid every five years.

03.06.24
Industry News
Investment Firm Launches Outsourced CIO

The investment manager has launched an outsourced cio business for financial advisors and institutions.

03.06.24
Surveys/Studies
Selective Large-Cap Equity, Venture Exposures Key To Capturing Real AI-Generated Returns: Report

Market enthusiasm generated by the rapid development of new artificial intelligence products has may signal innovation and growth in the long term, though some of that enthusiasm may have led the markets to overvalue some public equity stocks or venture funds in the short-term, according to an outsourced cio.

03.06.24
Surveys/Studies
Independent Schools’ Returns Rebound Year-Over-Year, Larger Endowments Perform Best Over Decade: Study

The study found that strong returns from fiscal year 2023 helped independent schools’ longer-term performance and softened the blow of negative returns from the year prior.

02.28.24
MRI/Social Investments
Midwest University Revamping Responsible Investment Advisory Committee

The university is altering the advisory committee on social and ethical concerns for its endowment and has drafted a new charter for the group.

02.28.24
Venture Capital
Large E&Fs Commit To VC Firm’s Climate Tech FoF

The venture capital manager recently closed its first climate tech fund-of-funds at its hard cap with commitments from large endowments and foundations.

02.28.24