News

Extensive and timely coverage of the institutional industry.

People Moves
Western University Foundation Adds Investment Pros To Board

The foundation has added two investment professionals who are alumnus to its board of directors to manage fiduciary responsibilities, business affairs and its assets.

10.24.24
People Moves
Midwest Foundation Searches For Next V.P. & CIO

The new v.p. and cio will oversee and manage the foundation’s investment portfolio including evaluating and recommending prospective managers and working with the organization’s investment committee to develop an overall investment strategy, policy and asset allocation.

10.24.24
Venture Capital
Midwest University Commits To Venture FoF

The university made a commitment with a venture fund-of-funds that invests in seed-stage start-up companies nationally with a focus on firms based in the Greater Cincinnati region.

10.24.24
Consultant/OCIO/Discretionary
Midwest RIA To Acquire Majority Stake In NEPC

The Chicago-based wealth management and investment advisory firm has agreed to purchase a majority stake in the prominent investment consulting firm.

10.24.24
People Moves
Northeast University Looks For Staffer To Help Manage Endowment

The university is searching for an investment analyst or investment associate to serve as a generalist and help manage its nearly $1 billion endowment.

10.24.24
ESG
Western University Turns Down Student Divestment Proposal

The university’s special committee on investment responsibility has decided to take no action on a student-led proposal to divest its endowment from companies supporting the Israel Defense Forces.

10.24.24
Private Equity
Southern Fund Enters Strategic Partnership W/ Middle Market PE Firm

The firm has entered a strategic partnership with a lower middle market private equity firm after making an anchor investment in the firm’s flagship strategy.

10.24.24
Searches And Hires
Southern Hospital System Looks To Add Passive Mgrs., Private Market Investments

The health system anticipates its new general investment consultant, which was hired in the first quarter, will recommend adding new passive investment managers and potentially private investment strategies to its portfolio next year.

10.24.24
Fixed-Income
New England Plan Begins Opportunistic Fixed-Income Mgr. Search

The plan also held finalist interviews with three large-cap value equity managers last month.

10.23.24
International / Global / Emerging Markets
Investment Mgr. Launches Emerging Markets Impact Opportunities Team

The firm has launched a new team focused on private markets to invest in middle market private infrastructure companies in the energy generation and storage, transport and mobility and circular economy sectors in emerging Asia excluding China.

10.23.24