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Western Health System Hires Nearby Foundation CIO As Next Investment Head
The health system has hired its next cio to oversee its investment portfolio and investment strategy from a nearby foundation.
10.07.26
Strategic Advisor Adds Manager To Strengthen Private Investment Advisory Platform
The advisor is acquiring a West Coast emerging growth investment management firm to strengthen its presence in California as well as its private investment advisory platform.
10.07.26
Global Manager Adds MD To Sustainable Infrastructure Credit Platform
The firm added a managing director for its sustainable infrastructure credit platform to assist with deal origination, sourcing, structuring and mobilizing capital.
10.07.26
Southern Program Seeks Firms To Administer 403(b) Plan
The program has issued an RFP seeking financial management institutions or plan managers to administer its defined contribution retirement plan.
10.07.26
FIN Searches combines our in-depth coverage with a directory component.
FINsearches is the most powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits and consultants.
New England Pension Hires Maiden Investment Consultant
The plan’s executive director also resigned last month.
10.06.26
Southern Plan Concludes Bundled Provider Search
The plan retained three bundled providers at last week’s board meeting.
10.06.26
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.
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.’
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.
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.
