Multi-Asset/Investment Advisor
Southern Hospital Trust Launches Investment Advisor Search

The hospital system has launched a search for an investment advisor to oversee its trust assets and does not currently have an incumbent provider.

11.10.26
Alternatives
Southern Foundation Adds New Private Markets Managers

The foundation added private equity, hedge fund and real estate investments with new managers within its combined investment portfolio in the first three quarters of 2026.

11.10.26
People Moves
New England University Adds Investment Analyst

The university hired an investment analyst in September to conclude its search for a junior team member to assist in the oversight of its endowment from the first quarter.

11.10.26
Alternatives
Endowments, Foundations May Benefit From A Private IG Allocation: Mgr.

Private investment grade investments can help endowments and foundations fill the gap between liquidity and return-seeking risk, a new article finds.

11.10.26
People Moves
Global Macro Firm Co-CIO To Lead Canada’s First Nat’l Sovereign Wealth Fund

The Canadian government selected Bridgewater Associates Co-CIO Karen Karniol-Tambour to lead the country’s first national sovereign wealth fund, the Canada Strong Fund, as ceo.

11.10.26
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People Moves
Calif. Pension Plan Promotes Principal Investment Officer

The principal investment officer has been with the retirement association since 2017.

11.10.26
Consultant/OCIO/Discretionary
Texas 457 Posts Consultant Services RFP

The city anticipates awarding a contract in February or March.

11.10.26
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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