News

Extensive and timely coverage of the institutional industry.

Surveys/Studies
Investment Consultant Conducting Annual E&F Survey

The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.

06.12.24
Consultant/OCIO/Discretionary
Southwestern Healthcare Organization Seeks Consultant For Retirement Plans

The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.

06.12.24
Consultant/OCIO/Discretionary
Western University Issues Investment Consultant RFP For Retirement Plans

The university has issued an RFP seeking an investment consultant for its retirement plans as it recognizes the importance of reviewing its processes for selecting and monitoring record keepers and investment options.

06.12.24
People Moves
Permira Promotes Co-CEOs

The firm has appointed Brian Ruder and Dipan Patel as co-managing partners and co-ceos.

06.12.24
People Moves
ACORE Capital Taps Asset Management Head

The firm also recently hired a cfo to serve on its senior leadership team.

06.12.24
Real Estate
CalPERS Invests In Affordable Housing Fund

The firm invested $100 million in the fund, which looks to build resilience among communities in the U.S. through access to safe and quality affordable housing.

06.12.24
Private Equity
Northeast Pension Issues Private Equity FoF RFP

The search is open to North American-focused fund-of-funds managers.

06.12.24
Credit/Private Debt
Private Credit Carries Cyclical Risks Too, Not Just Strong Returns: Meketa

Higher interest rates and inflation has put pressure on the companies that undergird the private credit markets and nonprofits investors should be mindful of the of the potential cyclical risks.

06.12.24
ESG
Western University Inches Towards Climate Solutions Target, Adds Clean Energy Investments

The university is closing on its goal of allocating 2.5% of its endowment to climate solution investments after creating the target in 2022 as part of broader goals to achieve a net-zero carbon emissions endowment.

06.12.24
Multi-Asset/Investment Advisor
Midwest Plan Issues Investment Advisor RFP

The foundation has issued an RFP seeking an investment advisory firm to help manage its portfolio, including providing strategic and tactical investment advice, compliance-related monitoring and performance benchmarking.

06.12.24