Emerging/Diverse Managers

Daily Feed
Windy City Plan Charts Infrastructure Pacing Plan

Plan will target $25 million to infrastructure for 2021-2022 and could issue an RFP if no existing relationships are out to market.

02.19.21
Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Asset Study/Review
Mid-Atlantic Foundation Updates AA

A foundation in the Mid-Atlantic region expanded its asset allocation range for real assets and increased its range for alternatives or non-traditional assets as part of changes to its investment policy statement last year.

02.18.21
Industry News
Ariel Investments Launches Private Investment Initiative

The new firm will focus predominately on healthcare, industrial, media and marketing, outsourcing, manufacturing and packaging, technology, transportation and logistics and financial and professional services.

02.17.21
Emerging/Diverse Managers
Southern County Plan To Make Minority Manager Hire

The recommendation will come from its general investment consultant later this month.

02.09.21
Passive Equity
Windy City Plan Slates Passive Provider RFP; Axes GTAA Mgr.

Plan intends to approve an RFP for a index fund provider next month and terminated a global tactical asset allocation mandate at today’s meeting.

01.29.21
People Moves
Ares Names Diversity & Inclusion Officer

The new hire will lead Ares’ diversity, equity and inclusion activities internally, as well as serve as an advisor to support these initiatives at portfolio companies, the firm said.

01.28.21
Non-U.S. & Global Equity
Mid-Atlantic Plan Slates Int’l Small-Cap, EME Search

Plan intends to launch a search for emerging markets and international small-cap equity managers to handle allocations of up to 8% each.

01.27.21
Private Equity
Chicago Plan Slates MWDBE Private Equity RFP

Plan will issue an RFP seeking minority-, women- and disabled-owned private equity managers for a $20 million allocation later this year.

01.22.21
Hedge Funds
Texas Employees, PAAMCO Launchpad Seed Emerging Hedge Fund

Launch marks the second to result from a co-investment platform initiated in 2018.

01.21.21