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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
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
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
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
Southwest City DC Plans Issue Investment Consultant RFP
The city is seeking help with investment performance reviews and fund manager searches.
03.04.26
FIN Searches combines our in-depth coverage with a directory component.
FINsearches is the most powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits and consultants.
Southeast School Board Seeking Investment Manager
The school board is seeking investment management services for its Supplemental Early Retirement Plan.
03.04.26
Asset Manager Adds Senior Director, Ops Associate
The firm has hired a senior director to work with nonprofits, institutions, individuals and families as well as a senior operations associate to support its operations and service.
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.
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.
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.
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.
RFP: Emerging Manager Equity Products, State Universities Retirement System of Illinois
The State Universities Retirement System of Illinois (SURS) is requesting proposals from qualified