Consultant/OCIO/Discretionary
Western College Savings Plan Issues Industry Consultant RFP

The 529 plan is likely conducting the search due to the impending contract expiration of incumbent 529 industry consultant, which was retained in 2023 following a similar search.

02.25.26
Surveys/Studies
Larger Endowments Lead 3rd Straight Year Of Strong Positive Returns: Independent Schools Report

Largest schools reported the strongest one-year returns on average, which followed two years of smaller institutions outperforming, according to new report.

02.25.26
MRI/Social Investments
Mid-Atlantic Organization Seeks Projects For New Reconstruction Investment Fund

The mid-Atlantic organization has launched an online portal for project applications for its reconstruction investment fund, which looks to invest in critical minerals, hydrocarbons and related infrastructure.

02.25.26
Asset Study/Review
West Coast Fund Conducting A/A Study

The fund and its general investment consultant will consider segmenting the fixed-income allocation into core investment grade and return-seeking credit.

02.25.26
Infrastructure
Southern Fund Approves Infrastructure Hire

The $100 million investment followed finalist interviews at this month’s board meeting after the fund launched a search in late 2025.

02.25.26
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People Moves
Western Foundation Promotes Staffer To Senior Director

The foundation recently promoted a director of investments to senior director of investments after it expanded its investment head’s role to cover its financial operations.

02.25.26
Multi-Asset/Investment Advisor
Mid-Atlantic Agency To Conduct Investment Advisor Search

The state agency expects to issue an RFP for a firm to provide investment advisory and management services for its portfolio due to the impending contract expiration of its incumbent provider.

02.25.26
In The News
President’s Annual “State of the University” Letter 2026: From Growth to Focus

Princeton needs to transition from growth to focus because long-term rates of return are steadily declining across university endowments. This decline has been hard to see because returns have been volatile. In other words, returns have not been a steady 8 percent or 10 percent; instead, they have been all over the map.

Princeton University
Utah endowment’s OCIO contract raises conflict of interest concerns

Cynosure Capital Management, its new outsourced chief investment officer, is founded by members of one of the state’s richest families.

Pitchbook
Commonfund Releases 2025 HEPI Report

Data from the annual Higher Education Price Index® (HEPI) show that inflation for U.S. colleges and universities rose 3.6 percent in fiscal year 2025, surpassing the 3.4 percent inflation reported in fiscal year 2024.

Commonfund
Yale expects layoffs as leaders brace for $300M in endowment taxes

The Ivy League institution’s tax bill starting next year will be higher than what it spends on student aid, university officials said.

Higher Ed Dive
RFP: Emerging Manager Equity Products, State Universities Retirement System of Illinois
The State Universities Retirement System of Illinois (SURS) is requesting proposals from qualified
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