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
Real Assets
Southwest Pension Sets Dedicated Real Assets Target

The plan established a dedicated real assets target of up to 3%.

10.02.26
People Moves
Texas Teachers Begins CIO Search

The previous cio will retire in January after more than six years at the helm.

10.02.26
Alternatives
Texas Pension Discloses Alternatives Commitments

The retirement system added $860 million across three new commitments in May.

10.02.26
Large-Cap
Pacific Northwest DC Plan Taps New LCG Mgr.

The plan’s board also voted to place a domestic large-cap value manager on watch.

10.02.26
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Consultant/OCIO/Discretionary
Virginia Pension Issues Consultant RFP

The retirement system currently works with general investment consultant NEPC.

10.02.26
Passive Equity
Northeast Pension Seeking Index Provider

The retirement system is looking to access equity and fixed-income indices for future allocations.

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.

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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