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
Surveys/Studies
Investors More Selective On Capital Deployment, Relationships With Managers: Survey

Institutional investors are still making private markets commitments but have become more selective about where to deploy capital, showing that investor appetite remains resilient in the age of artificial intelligence, a new study finds.

11.05.26
MRI/Social Investments
Chicago Nonprofits Partner On Impact Initiative

A group of nonprofits in the Chicago area have partnered up to commit a total of $114 million as part of an impact investment initiative promoting small businesses and affordable housing in underserved communities in the city.

11.04.26
Consultant/OCIO/Discretionary
Midwest Hospital Selects Outsourced CIO

The healthcare system selected an outsourced cio to oversee its endowment, operating and pension assets following an RFP process from June.

11.04.26
People Moves
Financial Services Firm Hires Next CEO

The firm hired its next ceo to oversee its strategic direction, business operations and organizational growth after its previous ceo retired after seven years of service.

11.04.26
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Large-Cap
Great Plains Fund Approves Active Extension Mgr. Addition

The new manager will diversify the fund’s U.S. equity portfolio following approval at an October board meeting.

11.04.26
People Moves
East Coast Pension Appoints Asset Class Heads

The system tapped new heads of private equity and real estate as a result of searches launched last year.

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.

Harvard Crimson
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.’

Wall Street Journal
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.

Wall Street Journal
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.

Daily Princetonian
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