Foundation & Endowment Money Management - Weekly Search Alert Wednesday November 18, 2009

Weekly Search Alert Wednesday November 18, 2009

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

Potential

Baylor College of Medicine, Houston, TX USD811 U.S. / Real Estate N/A Hewitt Associates, Independence, OH The fund is considering a potential increase to its real estate portfolio in 2010. It has not established a specific timetable for its decision, which will depend entirely on the investment opportunities available. Pending approval, the funding for the move will come at the expense of public equity. Hewitt Associates is its investment advisor.

Davidson College, Davidson, NC USD400 U.S. / Active Equity N/A Cambridge Associates, Boston, MA The endowment may consider increasing its domestic equity allocation by up to 5% during the first quarter of next year. The move is being considered for diversification and it plans to rebalance the portfolio to fund the potential initiative. The help of an internal team will be utilized should a decision be made to hire managers. Cambridge Associates its lead advisor also assists with investment decisions.

Davidson College, Davidson, NC USD400 U.S. / Active Fixed Income / Credit N/A Cambridge Associates, Boston, MA The fund may consider increasing its credit allocation by up to 5% during the first quarter of next year. The move is being considered for diversification and will be funded through a portfolio rebalancing. The help of an internal team will be utilized should a decision be made to hire managers. Cambridge Associates its lead advisor also assists with investment decisions.

Pine Crest Preparatory School, Fort Lauderdale, FL USD37 U.S. / Alternative N/A Morgan Stanley Investment Consulting, New York, NY The fund is contemplating the possibility of increasing its alternative allocations by 5% to enhance returns. It has not targeted a specific ...

To read this article, please subscribe or take a free trial.

Subscribe Subscribers have unlimited access to all current content, email alerts and breaking news. Start your subscription today - click on the button below. Subscribe		Free Trial Taking a free trial will give you access to the current issue, email alerts and breaking news for a limited period. Start your free trial today. Free Trial

Already Have An Account? Username: Password: Remember Me

Exclusive news on nonprofits'investment management

Weekly Search Alert Wednesday November 18, 2009

Exclusive news on nonprofits'
investment management