Equity
Southern University Pivots Fund Toward Equities

The university updated the fund’s asset allocation targets on the heels of several manager hires earlier in the year.

12.14.22
Surveys/Studies
Investors Come Back To Bonds As Recession Fears Grow: Survey

Institutional investors indicated that rising rates and a recession will increase the importance of fixed-income within portfolios after years of low yields.

12.14.22
People Moves
Southern College Seeks CFO

The college is seeking a cfo to oversee its finances and investments after its previous finance head left to join an accounting firm.

12.14.22
Large-Cap
West Coast Plan Hires Active Equity Strategy

The nonprofit hired a new active domestic large-cap equity manager last month after deciding to move away from passive equity management this summer.

12.14.22
Surveys/Studies
E&Fs Should Explore Private Assets, ESG And China Equity In Volatile Market: Report

Private assets, ESG and Chinese equity will help endowments and foundations garner strong returns over the long term without missing opportunities in the short term, according to a new report.

12.08.22
Venture Capital
Venture Capital Firm Closes Two Funds

The minority-owned venture capital firm has closed two tech-focused funds with 90% of the combined capital coming from traditional, institutional LPs including endowments, funds-of-funds, foundations and consultants.

12.08.22
Industry News
Registered Investment Advisor Acquires Firm To Grow Institutional Client Base

The investment advisor will absorb staff from the recently acquired Southeastern regional advisor as it looks to grow its individual and institutional client base in Florida.

12.08.22
ESG
New England University Adds New Fossil Fuel-Free Index Strategy

The university system has added a fossil fuel-free passive index strategy to align with its recent mandate to divest its portfolios of direct and indirect investments in fossil fuels.

12.08.22
Emerging/Diverse Managers
Midwest Foundation Reaches Diverse Mgr. Goal Ahead Of Schedule

The foundation has surpassed its goal of investing at least 20% of its investment portfolio with firms led by managers of color or women ahead of its 2024 goal.

12.07.22
Real Assets
Asset Manager Launches Climate Sustainability Strategy

The firm has launched a new forest sustainability fund to promote climate change mitigation with a $500 million target.

12.07.22