Multi-Asset/Investment Advisor
Midwest College System Issues Retirement Plan Advisory RFP

The system is searching for an investment advisor to review and analyze the investment option lineups within its retirement plans, provide ongoing strategic planning and recommendations for improving the portfolio and develop one investment structure to be duplicated across all plans.

12.20.23
Alternatives
Southern Foundation Adds Private Infrastructure, Hedge Fund Managers

The foundation added a private infrastructure fund and a hedge fund strategy to its portfolio in the second quarter, marking new relationships for the institution.

12.19.23
People Moves
Catholic University Searching For Investment Operations Manager

The university is seeking an investment operations manager to develop and manage portfolio reporting, data reconciliation and analytics as well as help with operational due diligence.

12.14.23
People Moves
Southern University Looks To Add Investment Manager

The university is looking to hire an investment manager to help oversee private investments within its endowment, including sourcing investments and conducting due diligence.

12.14.23
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