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Multi-Asset/Investment Advisor
West Coast University Launches Advisory Search
The university is searching for one or more firms to provide investment consulting and fiduciary advisory services for its 403(b) defined contribution plans.
11.04.26
Northeast Foundation Searching For CFO
The foundation is searching for a cfo to provide strategic leadership and oversight of its finance and operations team.
11.04.26
Southwest Airport Launches Investment Consultant Search
The airport’s board is conducting the search on behalf of its $1.3 billion investment portfolio.
11.04.26
West Coast Foundation Seeks Senior Officer For Impact Fund
The foundation is looking to add a senior officer with life sciences expertise to help oversee its impact investment fund.
11.04.26
Investment Consultant Acquiring West Coast Wealth Manager
The acquisition adds approximately $1.1 billion in assets on behalf of individuals, high-net-worth individuals, trusts, estates, charitable organizations and businesses.
11.04.26
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.
New England College Seeks Investment Advisory Services
The fund has issued an RFP seeking an investment advisor to be responsible for developing and delivering investment advice as well as assisting with asset allocation and portfolio construction, among other responsibilities.
11.04.26
Midwest Plan To Interview Infrastructure Finalists
The plan will interview three firms for a $35 million mandate.
11.04.26
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.
