Multi-Asset/Investment Advisor
West Coast University Launches Advisory Search

The university is searching for one or more firms to provide investment consulting and fiduciary advisory services for its 403(b) defined contribution plans.

11.04.26
People Moves
AE Industrial Adds Managing Director

AE Industrial Partners has hired Michael Calderone as a managing director on its aerospace leasing team.

11.05.26
Multi-Asset/Investment Advisor
Northeast Issues Discretionary Investment RFP

The city is seeking one or more firms to manage its eight investment portfolios.

11.05.26
Passive Equity
New England Pension Begins Passive Small-Cap, Mid-Cap Searches

The retirement system is looking to invest up to $77 million between the two strategies.

11.05.26
Emerging/Diverse Managers
Sagard Closes 3rd Emerging Manager-Focused Fund

The strategy is the largest fund ever raised with a specific focus on emerging buyout managers.

11.05.26
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.
Consultant/OCIO/Discretionary
Southeast County 457 Plan Seeking Investment Consultant

The county is seeking a firm to provide investment consulting services for its $49.9 million plan.

11.05.26
Multi-Asset/Investment Advisor
Southeast City Taps New Investment Manager

The city has selected a new firm to provide investment management services for its investment assets.

11.05.26
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
ABOUT FIN | NEWS

Extensive and timely coverage of the defined benefit space

Learn More
Financial Investment News is an award winning news source for the asset management community, providing knowledge, resources and intelligence tools that power institutional asset management sales leads.