Trends
HBCUs Leading With Intentionality, Student Development

HBCUs have done the work of developing and producing leaders in the financial services and investment sectors in the face of funding cuts and other institutional barriers.

03.05.26
People Moves
Mid-Atlantic University Names Permanent CIO

The university has tabbed its interim cio to take over the position permanently following a national search as its previous investment head left to lead a mid-Atlantic endowment.

03.05.26
People Moves
Investment Consultant Adds Senior V.P. To Employee Ownership Group

The firm expanded its employee ownership to include a senior v.p. and consultant, reflecting both their individual contributions and the firm’s sustained growth across the Southeast.

03.05.26
People Moves
Wealth Management & Investment Advisor Promotes President To CEO

The wealth management and strategic advisory firm’s incumbent cio is transitioning to a new role as chair of the firm’s board of directors.

03.04.26
People Moves
Western Endowment Seeks Firms To Help With Board Recruitment

The institution is searching for a firm to support its board of directors with the identification and selection of new board members that align with its mission and strategic goals.

03.04.26
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ESG
New England Institution Inks Low Cabon Index Fund Investment; Revises A/A

The institution approved an investment with a low carbon, global equity index fund within its pension and revised the target asset allocation for its largest pool of assets.

03.04.26
Emerging/Diverse Managers
Western Foundation Builds Out Of Diverse Mgr., Impact Investment Portfolios

The foundation is looking to increase its allocations to diverse asset managers and environmental sustainability and social impact strategies, including regionally focused investments, within its endowment.

03.04.26
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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