In The News
Education Department Investigating Harvard, Yale Over Foreign Funding

The Education Department opened investigations into Harvard and Yale as part of a continuing review that has found U.S. universities failed to report at least $6.5 billion in foreign funding from countries such as China and Saudi Arabia, according to department materials viewed by The Wall Street Journal.

02.12.20
Industry News Surveys/Studies Emerging/Diverse Managers
Foundations Ahead Of Institutional Investors When Investing In Diverse-Owned Firms

Foundations continue to lap the rest of the institutional investment space when it comes to investing with diverse- and women-owned firms, a new study finds.

02.12.20
In The News
Stanford Faces $43 Million Tab In New Endowment Tax Under Trump

Stanford University faces as much as $43 million in taxes under a new levy on college endowments included in President Donald Trump’s tax overhaul, the first time private colleges will pay such a fee.

02.12.20
In The News
Why It’s So Hard To Make An Endowment More Socially Responsible

Students at the University of the South sought more transparency and sustainability. Were they too polite?

02.07.20
MRI/Social Investments
Mid-Atlantic University Approves Fossil Fuel Divestment Initiative

A Mid-Atlantic university approved divesting its endowment of fossil fuel companies this week.

02.07.20
Consultant/OCIO/Discretionary
Western State University Wraps Up Retirement Plan Consultant Search

A Western state university has completed its search for an investment consultant for its retirement plan.

02.06.20
Surveys/Studies
Not All Manager Track Records Are Created Equal, But Private Equity Persistence Is Evident: Report

Private equity persistence is evident in pre- and post-2000 vintages, but prior track record should only be used as a “valuable reference point” for investors as it needs to be placed in context with factors such as the strategy and organization that created it, a new study finds.

02.06.20
Industry News
Vanguard, HarbourVest Launch PE Strategy

Vanguard Group has teamed up with independent global private markets investment specialist HarbourVest Partners to launch a new private equity strategy, the firms announced.

02.06.20
Asset Study/Review
Southern Fund To Review Asset Allocation

A Southern-based fund will review its asset allocation this summer.

02.06.20
Consultant/OCIO/Discretionary
New York University Changes Outsourced CIO

A New York university has hired a new outsourced cio to handle its endowment.

02.06.20