News

Extensive and timely coverage of the institutional industry.

People Moves
Wealth Manager Searches For OCIO Portfolio Manager

A wealth management firm is looking to add a portfolio manager serving endowment and foundation clients within its outsourced cio business.

06.04.25
People Moves
Northeast University Hires Investment Analyst

The university hired an investment analyst to support the management of its endowment in the first quarter after launching a search in the third quarter.

06.04.25
People Moves
Northeast University Seeks Investment Analyst

The university is seeking an analyst to be responsible primarily for the initial and ongoing evaluation of current and prospective investment managers across asset classes.

06.04.25
Small- to Mid-Cap
Western Foundation Invests In Smid-Cap Strategy

The foundation recently approved an equity investment with a diverse manager within its endowment and mission-aligned investment pool after tracking the firm for years through its investment consultant.

06.04.25
People Moves
Southern University Adds Board Members

A university based in a Southern state has added new members to its board of trust, including two professionals from investment firms.

06.04.25
Industry News
Two New Jersey Universities Sign Merger LOI

The two universities have signed a letter of intent to advance a proposed merger, which is subject to regulatory and accreditation approvals as well as a formal definitive agreement.

06.04.25
Passive Equity
New England Pension Issues Index Equity Mgr. RFP

The retirement system is seeking a Standard & Poor’s 400 Index manager.

06.04.25
Small-Cap
Southern Fund Mulls Small-Cap Value Search

The fund will discuss potentially conducting a search to replace its incumbent small-cap value manager due to underperformance.

06.04.25
Asset Study/Review
Southern University Revises A/A

The university approved a new investment policy statement with revised long-term strategic asset allocation targets for its strategic and reserve pool last year.

06.04.25
People Moves
RBC BlueBay Hires Portfolio Manager

The new portfolio manager will focus on the global equity team’s investments in financial companies.

06.04.25