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Consultant/OCIO/Discretionary
West Coast State Trust Issues RFP
A trust overseeing community and technical colleges in the State of Washington is looking for a consultant to advise on its retirement plans portfolio.
09.30.26
Southwest Pension Concludes Investment Consultant Search
The plan added three new contracts and retained others for investment consulting services.
10.05.26
Southern Pension To Replace PE, Private Debt Consultant
The plan is replacing the consultant following a review at last week’s board meeting.
10.05.26
Calif. City Seeking Investment Mgmt. Advisory Services
The city is seeking services for its $450 million in operating and capital funds.
10.05.26
Northeast Town Begins Investment Manager Search
The town approved the search in May to “see what else is out there” after hiring its incumbent firm in 2014.
10.05.26
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.
Barings Names Global Asset-Based Finance Head
The global head of asset-based finance joined the firm from Crayhill Capital Management.
10.05.26
Southwest Pension Sets Dedicated Real Assets Target
The plan established a dedicated real assets target of up to 3%.
10.02.26
In The News
Oil, Lawsuits, AI: Inside Harvard’s Increasingly Opaque $57 Billion Endowment
A Harvard Crimson analysis of nearly 3,400 tax records traced Harvard’s endowment through a sprawling network of outside funds, revealing investments tied to fossil fuels, litigation finance, private companies, catastrophe risk, and more.
The Struggling Colleges Raiding Their Endowments to Pay the Bills
It’s the last resort for institutions on the brink: tapping restricted funds from donors to keep the lights on. ‘The money they donated is not being used for what they gave it for.’
University Endowments Are About to Strike It Big on the SpaceX IPO
SpaceX is among the most widely held investments across colleges and universities, endowment executives say, likely making the rocket company’s coming IPO one of the great windfalls for American endowments.
Princeton spared from endowment tax, PRINCO executive says, saving hundreds of millions
Princeton will not have to pay any net investment income tax on returns from its $36.4 billion endowment, a University investment official said at a private event in January, after a recent expansion of its undergraduate financial aid program left the University below a 3,000 tuition-paying student threshold to qualify for taxation.
