Foundation & Endowment Money Management - Weekly Search Alert Wednesday July 1, 2009

Weekly Search Alert Wednesday July 1, 2009

Fund & City Total Amount Assignment Account Size Consultant Comments/Firm Hired

Potential

Conrad N. Hilton Foundation, Los Angeles, CA USD1,700 Global / Asset Study USD1,700 Cambridge Associates, St. Louis, MO The foundation's asset study is scheduled to be conducted in August. An internal team will review the portfolio, which has target allocations to domestic equity (10%), international equity (10%), emerging markets equity (10%), real assets (15%), hedge funds (25%), private equity (5%) and fixed income (15%). Pending the results and recommendations, it may rebalance the entire portfolio. It could not be ascertained if any allocations are being considered.

Drs. Bruce and Lee Foundation, Florence, SC USD120 Global / Asset Study USD120 Canterbury Consulting Incorporated, Newport Beach, CA The fund plans to conduct its next asset review during the third quarter, with the assistance of its investment consultant, Canterbury Consulting Incorporated. Its USD120 million portfolio is allocated to equity (75%) and fixed income (25%). It could not be gleaned whether any specific assets classes will be considered.

Franciscan Missionaries of Our Lady Health System, Baton Rouge, LA USD800 US / Active Fixed Income N/A Cambridge Associates, St. Louis, MO The fund is contemplating a potential increase to its fixed income allocation. The move is being considered ...

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Exclusive news on nonprofits'investment management

Weekly Search Alert Wednesday July 1, 2009

Exclusive news on nonprofits'
investment management