Foundation & Endowment Money Management - Weekly Search Alert Wednesday February 3, 2010

Weekly Search Alert Wednesday February 3, 2010

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

Potential

Franklin College, Franklin, IN USD76 U.S. / Multi Asset N/A Hammond Associates, St. Louis, MO The fund is set to discuss its asset allocation at a meeting next month, which could lead to minor changes. It has not targeted a specific space as it plans to review all areas of the portfolio.

Harvard University, Cambridge, MA USD25,000 U.S. / Alternative N/A None The endowment is eyeing several alternative investments. In particular, it is keen on real estate and commodities.

Other off-the-beaten-path investments could include infrastructure, alternative energy, and natural resource plays through hedge funds and private equity.

Heidelberg College, Tiffin, OH USD28 Global / Active Equity N/A Wells Fargo Advisors, St. Louis, MO The fund is considering a potential boost to its domestic and international equity allocations to enhance returns. The size of the increase has not been determined, but it expects to make a decision by the third quarter.

The MacLellan Foundation, Chattanooga, TN USD360 U.S. / Active Equity / Long/Short USD36 Unknown The fund is contemplating a potential 10% increase to its long short equity portfolio. A decision is expected later this year and its investment committee an undisclosed consultant will assist with any potential searches.

Ursinus College, Collegeville, PA USD105 Emerging Markets / Active Equity N/A Hirtle, Callaghan & Company, West Conshohocken, PA The system is contemplating plans for the expansion of its total returns strategy which may lead to potential emerging markets equity commitments. The fund plans to make a decision within the next 12 months.

Ursinus College, Collegeville, PA USD105 International / Active Equity N/A Hirtle, Callaghan & Company, West Conshohocken, PA The system is contemplating plans for the expansion of its total returns strategy which may lead to potential international equity commitments. The fund plans to make a decision within the next 12 months.

Ursinus College, Collegeville, PA USD105 U.S. / Active Fixed Income / Opportunistic N/A Hirtle, Callaghan & Company, West Conshohocken, PA The system is contemplating plans for the expansion of its total returns strategy which may lead to potential commitments in opportunistic bonds. The fund plans to make a decision within the next 12 months.

Western Reserve Academy, Hudson, OH USD97 U.S. / Multi Asset USD3 Cambridge Associates, Boston, MA The fund

has plans to pursue opportunistic investments and is mulling commitments through limited partnerships. It may target investing in healthcare and pending approval it will allocate 3% of its total assets for the move, at the expense of its cash portfolio.

Updated

University of Maine Foundation, Bangor, ME USD149 U.S. / Active Fixed Income N/A Ennis, Knupp & Associates, Chicago, IL The fund has terminated TCW Group due to organizational changes. It could not be gleaned whether it plans to seek a replacement.

Ursinus College, Collegeville, PA USD105 Global / Asset Study USD100 Hirtle, Callaghan & Company, West Conshohocken, PA The scheme has recently completed its asset study and has made some significant changes in its allocations which has lead to some new hiring and termination of managers.

Ursinus College, Collegeville, PA USD105 U.S. / Multi Asset N/A Hirtle, Callaghan & Company, West Conshohocken, PA The fund plans to liquidate cash & short term, indexed equity and international equity briefs allocated to the Commonfund by ...

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Exclusive news on nonprofits'investment management

Weekly Search Alert Wednesday February 3, 2010

Exclusive news on nonprofits'
investment management