Announcements

Surveys/Studies
Larger Endowments Lead 3rd Straight Year Of Strong Positive Returns: Independent Schools Report

Largest schools reported the strongest one-year returns on average, which followed two years of smaller institutions outperforming, according to new report.

02.25.26
MRI/Social Investments
Mid-Atlantic Organization Seeks Projects For New Reconstruction Investment Fund

The mid-Atlantic organization has launched an online portal for project applications for its reconstruction investment fund, which looks to invest in critical minerals, hydrocarbons and related infrastructure.

02.25.26
People Moves
Midwest College Hires New CFO

The college’s previous finance head left last year to join a public museum in a similar role.

02.25.26
People Moves
New England College Launches CIO Search

The college’s current investment head is leaving to join a private investment office that manages the assets of a global multigenerational family.

02.25.26
People Moves
Southern Endowment Appoints New CEO

The endowment promoted an internal team member as its permanent ceo to conclude a search from last year as its previous head stepped down to focus on personal priorities.

02.19.26
Consultant/OCIO/Discretionary
Investment Advisor Merging With Wealth Manager

An investment advisory firm serving several nonprofit clients has agreed to merge with a wealth management firm.

02.12.26
People Moves
Investment Manager Adds Senior Advisors

The specialized investment manager has added the former chief investment strategist at two of the top 15 global asset owners as a senior advisor to support investment and portfolio construction efforts.

02.12.26
People Moves
San Diego Foundation Expands CIO Role To Include Financial Oversight

The foundation has expanded its cio’s role to include overseeing financial operations as well as its compliance, audit and enterprise risk management functions.

02.11.26
Fixed-Income
Credit Manager Completes Acquisition Of Systematic Fixed-Income Manager

The credit manager completed its acquisition of the systematic fixed-income manager after acquiring a minority stake in the firm in 2023 that gave the firm the option to acquire control over a multi-year term.

02.11.26
People Moves
Growth Equity Firm Adds Principal To Healthcare Team

The firm recently hired a principal to source, execute and manage investments with a focus on healthcare and life sciences.

02.04.26