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Consultant/OCIO/Discretionary
Southern Health System Seeks Firm To Review Investment Practices, Performance
The health system is seeking consulting firms to perform a comprehensive evaluation of its investment practices, including analysis of current policies, procedures and performance outcomes, as well as performance.
10.07.26
RIAs Are Looking For International, EM Opportunities
A new survey from a global investment firm has found that U.S.-based RIAs are interested in adding new exposures to international and equity ETFs in their client portfolios.
10.07.26
Nonprofits Continue Increased Adoption Of Private Investments, OCIO: Survey
Nonprofits portfolios are becoming less liquid as private investment adoption continues, according to a new survey.
10.07.26
New England College Seeks Director Of Portfolio Strategy
The college is seeking a director or associate director of portfolio strategy to lead its asset allocation, performance and risk analysis.
10.07.26
Northeast Foundation Seeks Investment Analytics Analyst
The analyst will be responsible for providing support in risk measurement and portfolio reporting, among other duties.
10.07.26
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.
New York Life IM Acquiring Majority Stake In Credit Mgr.
The firm is acquiring a majority ownership stake in a U.S single-family residential credit investment manager in a deal that is expected to close in the first quarter.
10.07.26
Northeast University Adds Five To Board Of Trustees
The university elected five new board of trustees members, including two investment professionals, at its May board meeting.
10.07.26
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.
