Asset Study/Review
Midwest State University Revises A/A

The university recently increased its allocations to domestic equity and intermediate-term fixed-income following a recommendation from its outsourced cio, which completed an annual strategic asset allocation review.

10.16.24
Consultant/OCIO/Discretionary
Midwest University Issues Advisor RFP

A university based in the Midwest has launched a search for an firm to advise on its short-term fixed-income and cash portfolio.

10.16.24
Searches And Hires
Western Fund Adds Int’l Equity, Private Equity, Private Credit Strategies

The trust fund approved new international equity, private equity co-investment and a private credit secondaries investments during its board meeting last week.

10.09.24
Searches And Hires
State Treasurer Selects Consultant, Custodian Following Searches

The treasurer’s office made selections in its investment consultant and investment custodian searches in the third quarter.

10.09.24
Industry News
Investment Firm Acquires Southeastern RIA

The global investment manager and wealth management firm has acquired a Florida-based registered investment advisory firm as it looks to advance its footprint in Florida and the Southeast region.

10.09.24
Credit/Private Debt
Private Credit Offers Opportunities Beyond Direct Lending: Investment Consultant

Nonprofit investors should look for niche private credit opportunities as they can provide portfolio diversification and strong yields with less beta market risk than mid-market direct lending strategies, which represent the lion’s share of the private credit universe.

10.09.24
People Moves
Western School System Eyeing Investment Analyst

The institution is seeking an investment analyst to conduct and deliver quantitative and qualitative analysis for its endowment.

10.09.24
People Moves
Mid-Atlantic University Names Finance V.P. & COO

The university has hired a new v.p. for finance and coo to help oversee its fiscal and investment responsibilities following a search for the position from earlier this year.

10.09.24
Alternatives
Southern University Adds Hedge Fund, Private Equity Strategies

The university added a new hedge fund manager and committed to an existing private equity manager within its endowment in the third quarter.

10.09.24
Emerging/Diverse Managers
West Coast Plan Foundation Adds Investments W/ Diverse Managers

The foundation approved investments with two Black-led strategies as it looks to achieve its goal of allocating half of its portfolio to diverse-owned managers by the end of 2025.

10.09.24