In The News

In The News
At Year’s End, Several Colleges Face A Financial Reckoning

As 2022 draws to its close, several colleges – both public and private – are coming to terms with a grim financial future that has caused them either to announce their upcoming closure or warn that they face impending peril.

12.21.22
In The News
Meet Peng Wang, GHF’s New Chief Investment Officer

In a different set of circumstances, Peng Wang might have become a physicist rather than Group Health Foundation’s new chief investment officer.

12.19.22
In The News
Missing from Harvard’s Annual Endowment Report This Year: Underlying Data

In 2016, Harvard had bad news to share in its annual financial report: Its endowment value had dropped nearly $2 billion. The report, released that November, detailed the endowment’s lackluster returns by disclosing how the Harvard Management Company performed in a variety of asset categories against internal and external benchmarks.

11.10.22
In The News
Why Johns Hopkins University's Endowment Declined By $1 Billion

Johns Hopkins University’s endowment woes are not unusual. Endowments across the country lost a median 10.2% of their value, according to a national study.

10.26.22
In The News
Z2 Investment Management Brings Flexible Capital To The Lower Middle Market

Z2 will make direct investments in mostly private companies with a targeted investment size between $10 million and $100 million per company.

10.24.22
In The News
ESG Adoption Slow Among DC Plans

One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them.

10.21.22
In The News
ESG Scoring 'Unfairly Punishing' Emerging Economies

The dual outcomes of saving the world and generating excess returns has been made harder to deliver because of ESG scoring in emerging markets a senior Aegon portfolio manager has said.

10.21.22
In The News
Financial Services Firm TIAA Faces Academic Backlash Over Energy Holdings

Climate-minded academics called on a United Nations-backed group to sanction financial services firm TIAA unless it improves its environmental record, highlighting the divide between nonprofits moving away from fossil fuels and big investors sticking with oil and gas stocks.

10.20.22
In The News
This U.S. Pension Plan Faces A Bigger Crisis Than The U.K.’s

But Fitch says an immediate U.S. panic is “unlikely.”

10.19.22
In The News
Currency Chaos: Fluctuations Could Present Buying Opportunity For PE

U.S. dollar-denominated private equity funds may be in a position to make outsized returns as other currencies depreciate.

10.19.22