Alternatives

Asset Study/Review
Western University Revises IPS, Permits Direct Real Estate Investments

A university in the West revised the investment policy for its endowment in the first quarter, eliminating its alternative investment allocation range and authorizing direct investment in real estate.

08.12.21
Alternatives
Southwest Community Foundation Approves Private Market Commitments

A community foundation in the Southwest approved private market commitments within its general portfolio and impact investment portfolio last year.

08.12.21
Consultant/OCIO/Discretionary
Calif. Plan To Conduct Consultant Search; Retains PE Advisor

The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.

08.11.21
Private Equity
Northeast Plan Makes PE FOF Commitments

The plan has concluded a private equity search started in March.

08.11.21
Consultant/OCIO/Discretionary
Midwest Plan Retains Consultant; Concludes Opportunistic Credit Mgr. Search

The plan retained its general investment consultant and hired two opportunistic credit managers at a special investment board meeting last week.

08.09.21
Industry News
E&Fs Employing Diversified Alternatives Portfolios In Search Of Alpha: Webinar

Institutions are struggling with how to allocate their alternatives portfolios in search of alpha in today’s markets due to interest rates near all-time lows, tight credit spreads and high equity valuations, according to a recent webinar.

08.05.21
Alternatives
Great Plains Fund Approves Private Credit, Private Equity Commitments

A fund based in the Great Plains region approved a direct lending commitment with a new manager and a private equity commitment with an existing manager at its July board meeting.

08.04.21
Private Equity
Rocky Mountain Plan Adds Buyout Commitment

Plan disclosed a $25 million buyout commitment and axed a currency overlay mandate in June.

08.04.21
Private Equity
Southwest Plan Considering 2 Co-Investments

The plan nears two co-investment opportunities.

08.04.21
Credit/Private Debt
Bay Area Plan Hires Trend Following Manager

Plan hired a systematic trend following manager after its investment committee had elected to table a decision.

08.04.21