Alternatives

Trends
Nonprofit News Special Report: 2023 Alternative Investments Outlook

As nonprofit investors expect market volatility to continue, with the possibility of an economic recession on the horizon, many are seeking early-stage private equity, private debt, real estate, infrastructure or hedge fund strategies to capitalize on macro trends that include a slowdown in economic growth, rising inflation, emerging technologies and demographic trends.

01.19.23
Surveys/Studies
Greater Alts. Allocations Help Mega Endowments Rise Above Smaller Peers: Report

Mega endowments continue to outpace their smaller peers despite the challenging market environment due in part to greater allocations to diversifying alternative asset classes, according to a recent report.

01.19.23
Alternatives
Western State University Foundation Adds PE, HF Investments

The university added a private equity commitment and a hedge fund investment with new firms in the second quarter.

01.19.23
People Moves
Southern Real Estate Firm Promotes Asset Mgr. To V.P.

The value-add real estate manager has promoted an asset manager to v.p. of asset management to oversee its asset management team and take over responsibility for risk management.

01.19.23
Infrastructure
Global Asset Manager Acquires Asia Alternatives Firm

The firm has added a green energy infrastructure investment team to its Asia business and the transaction is expected to be completed next month.

01.19.23
Credit/Private Debt
Mid-Atlantic University Adds Maiden Direct Lending Allocation To Endowment

The university also pivoted one of its retirement plans toward fixed-income during the fourth quarter.

01.19.23
Consultant/OCIO/Discretionary
Calif. Plan Slates Private Credit Consultant Interviews

The plan expects to choose a private credit consultant following finalist interviews with three firms scheduled for tomorrow.

01.18.23
International / Global / Emerging Markets
West Coast Plan Placing GQG On Watch

The watch status is due to a co-portfolio manager’s abrupt departure from the firm.

01.18.23
Asset Study/Review
Mid-Atlantic Board Increase Private Markets Targets For Endowments

The changes followed two separate asset/liability studies from general investment consultant
Verus.

01.18.23
Alternatives
West Coast City Makes Private Markets Commitments

The commitments include two first time managers for the plan.

01.13.23