Consultant/OCIO/Discretionary
Mid-Atlantic College Seeks Discretionary Advisor

The institution has issued an RFP searching for a firm to serve as a discretionary advisor and direct the investment, sale and reinvestment of all assets under management.

04.08.26
Credit/Private Debt
Western Fund Adds Special Situations Strategy

The fund approved the addition of a new opportunistic strategy within its portfolio during its April board meeting as recommended by staff and its general investment consultant.

04.09.26
People Moves
Investment Consultant Makes Investment Leadership Changes

The investment consultant has appointed two cios and two global heads to accelerate client impact, help navigate uncertainty and build long-term growth amid a shifting landscape.

04.09.26
People Moves
Northeast Foundation Names Venture Platform Founder To Board

The foundation named the founder and managing partner of the venture platform to its board of trustees to help oversee its endowment and help set broad policies related to grantmaking, geographic focus and governance.

04.09.26
Surveys/Studies
Endowments Can Help Close Gap Between Operating Revenue, Expenses: Study

The latest survey from an investment consultant found a growing gap between revenue and expenses at endowments from fiscal year 2024 to 2025.

04.09.26
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Equity
Investment Manager Closes Latest Oversubscribed Growth Equity Fund

The firm recently closed its sixth dedicated private technology growth equity fund with more than $1 billion in capital commitments.

04.09.26
Multi-Asset/Investment Advisor
Mid-Atlantic Trust Hires New Advisor

The trust hired a new investment advisor following the launch of a search in the fourth quarter of 2024 as part of “good fiduciary practice.”

04.09.26
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
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