Consultant/OCIO/Discretionary
Historically Black University Seeks Retirement Plan Consultant

The university has issued an RFP seeking a retirement plan consultant to assess its retirement programs, modernize offerings and enhance performance to fill an advisory gap left by its record keeper.

08.19.26
Surveys/Studies
Foundations See Longest Streak Of Double-Digit Returns In Nearly 15 Years: Study

A new report found that foundations saw double-digit returns for the third consecutive year, marking the longest such streak in one study’s history.

08.19.26
Private Equity
Southern University Considers New Investments

A university based in a Southern state will consider recommendations from its consultant to invest in private equity and venture strategies.

08.19.26
People Moves
Midwest RIA Hires Managing Director

A registered investment advisor based in the Midwest has hired a new managing director and partner from a foundation investment team.

08.19.26
Real Estate
Machine Investment Group Closes Second Investment Fund

Fund II has received $350 million in primary commitments and $120 million in co-investments to date.

08.19.26
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Daily Feed
Midwest Pension Terminates Underperforming Mgr.

The termination comes after the firm was placed on watch for performance reasons in the first quarter.

08.19.26
People Moves
Southern Fund Searching For Hedge Fund Director, Private Equity Associate

The fund is searching for a director of hedge fund investments as well as an associate for private equity funds to assist in the oversight and management of its portfolio.

08.19.26
In The News
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
Yale Endowment, Managing $44 Billion, Eyes Korean Stocks Amid 'Value-Up' Push

Officials from Yale University’s endowment, which manages over 65 trillion won ($44 billion) in assets, are set to visit Korea to discuss investments with domestic asset managers. As expectations for a re-rating of Korean equities grow on the back of the government’s corporate value-up initiative and expanding shareholder returns, even global university endowments are now scouting investment opportunities in the country.

Seoul Economic Daily
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