News

Extensive and timely coverage of the institutional industry.

People Moves
Family Office Hires Two Senior Partners

The woman- and minority-owned office has appointed a partner for research and partner for investments and partnerships as part of the expansion of its investment team.

01.23.25
Consultant/OCIO/Discretionary
Southern College Savings Program Launches Investment Consultant Search

The programs are searching for a firm to provide consulting and advisory services related to plan design, allocations within multi-asset class options, selection and monitoring of investment managers and ongoing monitoring and reporting of investment performance.

01.23.25
Industry News
Global Alternatives Group Sells Majority Stake In Private Equity Manager

A global alternatives investment group focused on private equity and other private capital strategies sold the majority of its stake in a global private equity manager, which consisted of the group’s entire management fee earnings and future performance related earnings.

01.23.25
Asset Study/Review
Mid-Atlantic University Declines Divestment Request

The university committee, which advises on responsible investment decisions, decided not to refer a divestment proposal to rid the endowment from companies with ties to the State of Israel to a board of trustees subcommittee for consideration.

01.23.25
People Moves
Mid-Atlantic University Eyes Investment Staffers

The university is seeking a director to focus on its healthcare investment activities and an investment analyst to help conduct due diligence on new and existing investment managers across public and private equity and credit.

01.23.25
Surveys/Studies
U.S. Equity Exposure Again Drives Smaller Endowment Outperformance: Consultant

Performance of the largest endowments generally trailed that of their smaller counterparts for the second year in a row due to a lack of exposure to the U.S. equity markets and large technology companies, according to new research from an investment consultant.

01.23.25
People Moves
Midwest University Searches For Investment Analyst

The university is looking to add an investment analyst to help with evaluating prospective and existing fund managers across asset classes, preparing investment recommendations and providing ongoing monitoring of the endowment’s performance.

01.23.25
Consultant/OCIO/Discretionary
Midwest University, Foundation Wrap Up Consultant Searches

The university and its foundation have wrapped up their separate investment consultant searches from last year by selecting three total firms.

01.23.25
People Moves
Northeast University Names New CFO, Treasurer

The university named a new v.p. for business affairs, cfo and treasurer to serve as its principal financial adviser and oversee and manage its financial operations.

01.23.25
People Moves
Outsourced CIO Adds MD From Nearby Institution

The discretionary investment advisor has hired a managing director for its client portfolio management team to direct the development, implementation and ongoing management of client-focused solutions.

01.23.25