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02:23 AM, Sep. 04, 2010
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Marketing Strategies   

  • College Football Kickoff Spells Doom?
    09/02/2010

    It's almost autumn, and for most of the endowment universe that means the kickoff the college football season.

  • Nonprofits Weigh Outsourced CIO Model
    08/20/2010

    Nonprofits that are using consultants are increasingly looking to replace them with outsourced cio firms, according to a recent survey of 99 funds conducted by SEI.

  • Karpus Expands Endowment Challenge
    08/18/2010

    Karpus Investment Management, which manages roughly $1.9 billion for institutional and high-net-worth clients, has expanded its marketing campaign that challenges endowments to top its performance.

  • Houston Firm Pitches Oil/Gas Fund
    08/13/2010

    Houston-based Post Oak Energy Capital is seeking to raise $200 million for a new oil and gas private equity fund.

  • Healthcare Funds Hold Allocations Steady
    08/05/2010

    Nonprofit healthcare organizations have largely maintained steady asset allocations over the past year.

  • A Look At What Wasn't (Part Of Financial Reform)
    07/29/2010

    Unless you've been living in a cave this past month, you know doubt are aware that politicians in Washington have just undertaken a major reform of the financial system.

  • Consultant Opens Big Apple Office
    07/28/2010

    San Francisco-based Strategic Investment Solutions has opened a satellite office in Manhattan.

  • Sterling Capital Merges With BB&T Asset Management
    07/14/2010

    BB&T Corporation has bought a majority stake in Sterling Capital Management, and will merge its own asset management arm with Sterling, bringing the combined entity to a total AUM of $31 billion.

  • Commonfund Expands Outsourcing Biz
    07/14/2010

    Commonfund is expanding its outsourced cio business to target endowments and foundations with more than $500 million in assets.

  • Foundations Boost Distressed Debt, Natural Resources
    07/06/2010

    Private foundations increased their allocations to distressed debt and natural resources last year, according to a recent study of 173 foundations conducted by Commonfund Institute.

  • College Football/Endowment Realignment
    06/24/2010

    There has been much ballyhoo lately about major realignments in college football involving the Big Ten, Pac-10 and Big 12 conferences.

  • AXA Rosenberg Founders Sell Ownership Stake
    06/09/2010

    AXA Investment Management, which owns 75% of equity interest in AXA Rosenberg, will purchase the remaining 25% from AXA Rosenberg co-founders Barr Rosenberg and Kenneth Reid.

  • Gundlach Rolls Out Core Fixed-Income Fund
    06/02/2010

    DoubleLine Funds Trust, overseen by adviser DoubleLine Capital LP, has launched its third fund, the DoubleLine Core Fixed-Income Fund, with CEO Jeffrey Gundlach serving as lead portfolio manager.

  • European PE May Get Whacked By Currency
    06/01/2010

    Institutional investors, including many endowments and foundations, that have invested in European private equity funds could see their returns seriously diminished due to currency risk.

  • Harvard Pay Put In Perspective (1)
    05/20/2010

    It's that time of year again when Harvard Management Company releases data about its compensation and some folks go into a tizzy.

  • Winslow Capital Taps Prez
    05/19/2010

    Winslow Capital Management has hired Michael Palmer as president.

  • Quant Fund To Re-Launch Strat
    05/12/2010

    Amagi Asset Management, a quantitative hedge fund firm based in Irvine, Calif., is re-launching a quantitative strategy.

  • Some Advice On Dealing With Goldman/Paulson Fallout
    04/22/2010

    Since many endowments and foundations have either a relationship with Goldman Sachs or Paulson & Co., many cios are no doubt fielding questions from board members and university presidents.

  • Congress Asset Management Makes Marketing Push
    04/21/2010

    Following its acquisition of Prelude Asset Management earlier this year, Congress Asset Management is now pressing to expand its client base.

  • HS Management Makes Consultant Push
    04/19/2010

    HS Management Partners is making a more concerted effort to market to consultants its large-cap growth strategy.

  • Mercer To Clients: Go For Global REITs
    03/30/2010

    Michelle Reuter, a researcher on global real estate securities investment managers with Mercer’s Research Real Estate Boutique in Chicago, is making the argument that institutional investors should invest in global real estate securities, and advising them to watch for attractive investment opportunities she believes are en route.

  • March Madness & Endowments
    03/25/2010

    The NCAA tournament is well under way and no doubt many have filled out some brackets in the office pool.

  • Freshly Rebranded Rockefeller Plots Growth
    03/08/2010

    Rockefeller Financial—the former Rockefeller & Co.— is looking to bring on more staff in 2010 to keep up with the firm’s growth and make a push to prospect new clients, said Austin Shapard, president and coo.

  • DoubleLine Discusses New Strategies
    03/08/2010

    Jeffrey Gundlach, ceo of DoubleLine Capital, is already devising new ideas for investment strategies in addition to DoubleLine's debut strategies.

  • New Fund To Court Institutional Investors
    03/01/2010

    A year after its inception, GJ Investment Funds, an emerging manager from Flemington, N.J., is ready to go after institutional investors.

  • Endowment Olympics Not As Golden
    02/25/2010

    No doubt many of you have been glued to the television set for the past few days watching the action from the Winter Olympics.

  • Seen & Heard
    02/25/2010

  • Former BlackRock Exec Launching Fund
    02/24/2010

    Alexander Zabik, a former managing director at BlackRock, is launching WestRiver Real Estate Finance Fund, a high yield fund.

  • Standard Life Absolute Return Fund Draws Investors
    02/24/2010

    Standard Life Investments' Global Absolute Return Strategies Fund has more than doubled its assets under management over the last 12 months as institutional investors have sought out alternatives to high volatility equity investments.

  • Gundlach To Roll Out New Funds
    02/17/2010

    Jeffrey Gundlach, ceo of DoubleLine Capital, is planning to liquidate his holdings in TCW’s Special Mortgage Credit Funds I and II and is launching two new funds.

  • Gundlach Countersues TCW
    02/11/2010

    Jeffrey Gundlach and other employees of DoubleLine Capital are countersuing TCW in the Superior Court of the State of California in the County of Los Angeles, Central District.

  • Endowments Moving Away From Horse Race
    02/02/2010

    University endowments, long accustomed to comparing themselves to peer institutions, are distancing themselves from these comparisons.

  • Smaller Endowments Boost Pigskin Performance
    01/28/2010

    In a year in which nearly all endowments saw their assets plunge, the silver lining was that smaller pools of capital seem to bolster performance on the gridiron.

  • Some Perspective On The Largest Endowment Losses
    01/28/2010

    The annual NACUBO-Commonfund study is out and largest university endowments are still the same: Harvard University, Yale University, Stanford University, Princeton University and University of Texas System.

  • Glenmede Opens Big Apple Office
    01/27/2010

    Glenmede has opened a New York office and has tapped Glenn Switzer and Lee Miller to oversee the team.

  • Ennis, Knupp To Clients: Whack TCW
    01/27/2010

    Ennis, Knupp & Associates is advising all clients with fixed-income exposure to TCW to terminate the manager.

  • Apollo Moves To Restructurings, Reduces Credit Exposure
    01/19/2010

    Leon Black’s Apollo Global Management is moving away from credit and toward investments in restructurings.

  • Ex-Merlin BioMed Exec Starts Healthcare Strat
    01/19/2010

    Stuart Weisbrod, founder of the now-closed Merlin BioMed Group, recently formed Iguana Healthcare Partners and launched a long/short fund on Jan. 1.

  • Nonprofits Eye Alternatives Boost
    01/12/2010

    Many nonprofits are keen on increasing their allocation to alternatives over the next six months, according to a recent study of 103 participants by SEI.

  • Funds Of Funds: Survival Of The Fittest
    01/04/2010

    Those funds of funds that refuse to evolve their business models are unlikely to gather assets in line with their peers, according to hedge fund managers.

  • New Ideas For Manager Due Diligence
    12/17/2009

    The events of the past year have caused many managers, particularly in alternatives, to become more investor-friendly.

  • Clean-Tech Startup Seeks Seeder
    12/16/2009

    Virid Capital Management is seeking a seed investor for its Virid Eco Fund, a long/short clean-tech strategy that rolled out on Dec. 1.

  • Nonprofits Fret Over Liquidity
    12/16/2009

    Endowments and foundations are increasingly concerned about liquidity issues surrounding their portfolios, according to a recent study by Spectrem Group.

  • Endowments Rallied In Second Half
    12/11/2009

    University endowments staged a comeback in the second half of the last fiscal year to finish the year ending June 30 with an estimated average return of -19%, according to a recent survey of 504 schools by Commonfund Institute and the National Association of College and University Business Officers.

  • Olympics, World Cup Have Investors Racing To Amazon
    12/07/2009

    With Brazil hosting the World Cup in 2014 and the Olympics in 2016, investment opportunities in infrastructure are vast, and both foreign and local investors will put more money to work in the next few years

  • Cornell Student Hedge Fund Turns Away Capital
    12/07/2009

    A student-run hedge fund in upstate New York, which does not charge fees, is turning investors away.

  • N.Y. Firm Preps Unusual India-Infrastructure Fund
    12/02/2009

    Veda Asset Management, founded by Ridaa Murad, former head of Bear Stearns' India equity group, is preparing to launch an infrastructure fund.

  • Endowment CIOs Should Be Thankful
    11/25/2009

    Thanksgiving is a time to reflect on the reasons why we should be thankful. Endowment chief investment officers are no exception, even those who laid a big egg for the fiscal year ending June 30.

  • Commonfund Kicks Off Cash Management Platform
    11/24/2009

    Commonfund has launched a new cash management platform to replace its Short Term Fund, a university favorite that was forced to halt redemptions in autumn 2008.

  • Investment Committees Focus On Past Performance
    11/24/2009

    Nonprofit investment committees spend about 35% of each meeting reviewing past performance, according to a recent survey by Vanguard.

  • Morgan Creek Rolls Out Funds
    11/24/2009

    Morgan Creek Capital Management, which is run by former University of North Carolina CIO Mark Yusko, launched a credit fund and an Asian private equity offering.

  • Galleon Fallout Locks Lips
    11/17/2009

    Galleon Group Founder Raj Rajaratnam's recent arrest for insider trading has made those in the hedge fund industry hesitant to trade information on an informal basis.

  • Callan Splits Research Chief Role
    11/17/2009

    Callan Associates has named Inga Sweet and Kelly Cliff as co-leads of its Global Manager Research Group, splitting the position that was previously held by Greg DeForrest.

  • Ottawa Firm Readies Portable Alpha Strat
    11/05/2009

    Ottawa-based Mountjoy Capital is readying a portable alpha strategy that it is pitching to institutions, including endowments and foundations.

  • Goldman/Amaranth Veteran Sets Up Shop
    11/03/2009

    Michael Ruscetta, former co-head of Goldman Sachs' special-situations group in Toronto and senior staffer at Amaranth Advisors, has founded RCM Partners and launched its maiden hedge fund.

  • Endowments Give LDI A Try
    10/29/2009

    Liability-driven investments, more popular among pension funds, are creeping their way into the endowment asset allocation mix.

  • Endowments Scrutinize Fellow Hedge Fund Investors
    10/29/2009

    Endowments are increasingly spending more time picking the brains of their co-investors in hedge funds.

  • Long/Short Funds Post Highest Returns In Four Years
    10/29/2009

    Long/short hedge funds posted the highest returns in four years, according to the Credit Suisse Alternative Index Replication Indices.

  • Seen & Heard
    10/29/2009

  • Hedge Fund Background Checks Come To Forefront
    10/23/2009

    Background checks on hedge fund managers are coming under more scrutiny, as part of an increasing overall focus on due diligence.

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