News

Extensive and timely coverage of the institutional industry.

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
People Moves
Southern School Searching For CFO

The cfo will provide leadership, analysis and management of the school’s finances and operations as well as oversee the administration of its endowment.

01.23.25
People Moves
Northeast Foundation Eyes Senior Investment Analyst

The foundation is seeking a senior investment analyst to perform analysis of public markets, specifically related to sourcing and evaluating financial managers within emerging markets in the greater Asian region to enhance the performance of its endowment portfolio.

01.23.25
Consultant/OCIO/Discretionary
Midwest Association Issues Consultant RFP

The nonprofit membership association has launched a search for an investment consultant for its portfolio to comply with its competitive bid policy and to survey the market.

01.22.25
People Moves
Vision Ridge Names Asset Mgmt. Head

The firm’s new managing director and head of asset management joins from Blackstone.

01.22.25
Industry News
Thoma Bravo Closes Third Credit Fund

The firm’s largest credit pool of capital to date reached $3.6 billion.

01.22.25