Consultant/OCIO/Discretionary
Southern University Issues RFP For Retirement Plans Consultant

A university based in a Southern state has launched a search for a retirement plan consultant.

05.06.26
Private Equity
Private Equity Firm Closes Oversubscribed Sixth Lower Middle Market Fund

The fund recently with more than $850 million in capital commitments from existing and new investors, exceeding its $800 million target.

05.06.26
People Moves
New England University Searching For Investor To Join Global Investment Team

The university is seeking an investor to join its investment office and serve as a generalist, sourcing potential investment opportunities, conducting due diligence and maintaining relationships with current and potential firms.

05.06.26
Credit/Private Debt
New England University Reduced Exposure With Private Credit Fund

The university reduced its stake in the credit platform of an alternatives investment manager as investors are becoming concerned with redemption requests and gating withdrawals.

05.06.26
People Moves
Jewish Foundation Names Treasury Director

The foundation has filled a newly created treasury director role to oversee cash flow and develop strategies for liquid investment portfolios following a search from late 2025.

05.06.26
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Private Equity
Great Plains Board Approves Private Equity Commitment

The fund approved a commitment to an existing private equity manager as it is approximately $675 million underweight its target to the asset class.

05.06.26
People Moves
Midwest University Seeks Manager For Investment Team

The university is seeking the position to maintain and build upon existing investment manager relationships as well as assist with sourcing and evaluating prospective investments.

05.06.26
In The News
Yale Endowment, Managing $44 Billion, Eyes Korean Stocks Amid 'Value-Up' Push

Officials from Yale University’s endowment, which manages over 65 trillion won ($44 billion) in assets, are set to visit Korea to discuss investments with domestic asset managers. As expectations for a re-rating of Korean equities grow on the back of the government’s corporate value-up initiative and expanding shareholder returns, even global university endowments are now scouting investment opportunities in the country.

Seoul Economic Daily
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
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