Multi-Asset/Investment Advisor
Southern Institution To Consider Selecting Advisor, Revising A/A

The university will consider a recommendation to select an investment advisor for its endowed and non-endowed portfolios alongside potential asset allocation changes within the endowment at its March meeting.

03.11.26
Infrastructure
Midwest Plan Beefs Up Infrastructure Portfolio

The newest commitments come as part of a pacing plan for the asset class.

03.13.26
Infrastructure
Calif. City Pension Makes Commitments

The retirement system made six commitments totaling $265 million this week.

03.13.26
People Moves
Hotchkis & Wiley Hires Client, Consultant Relations MD

David Brooks has joined Hotchkis & Wiley as managing director for client and consultant relations.

03.13.26
Large-Cap
Western DC Plan To Review LCV Search

The state deferred compensation fund previously authorized a search to replace an underperforming incumbent in January.

03.13.26
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Alternatives
Southeast Pension Approves Private Markets Pacing Amounts

The pacing amounts were approved in conjunction with an adjusted asset allocation.

03.13.26
People Moves
Southeast Pension Seeking Executive Director

The plan’s current executive director is set to retire later this year.

03.13.26
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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