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
Louisiana Pension Takes Interim Tag Off New Director

The plan’s former executive director resigned earlier this year.

11.06.26
Alternatives
East Coast Pension Adds Infrastructure, PE Commitments

The retirement system added $300 million across infrastructure and private equity commitments last month.

11.06.26
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Advisor

The city rehired its incumbent to continue providing investment advisory services for its municipal investment portfolio last month.

11.06.26
Multi-Asset/Investment Advisor
Midwest Sewer District Posts Investment Advisor RFP

Government Portfolio Advisors currently provides the services for the district.

11.06.26
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Fixed-Income
West Coast County Pension Makes Long Credit Hire

The retirement association began a search over the summer after increasing its long duration credit target.

11.06.26
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
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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