Consultant/OCIO/Discretionary
Mid-Atlantic Private Nonprofit Seeks Retirement Program Consultant

The organization is seeking a retirement program consultant to provide it with services related to reviewing and recommending a nonprofit employer retirement plan for approximately 80 employees.

09.16.26
Surveys/Studies
DC Consultants Dive Into AI, Private Assets Implementation: Study

Hesitation around artificial intelligence has evaporated rapidly among defined contribution consultant and advisory firms in the past year, according to a recent study.

09.18.26
People Moves
Mariner Hires Senior Inst’l Advisor

The consulting firm added the new employee from another institutional consulting firm.

09.18.26
Passive Equity
Midwest Pension Launches Passive Manager RFP

The plan is seeking passive equity managers across two mandates.

09.18.26
Small-Cap
Northeast Pension Begins Small-Cap Equity Search

The plan was expected to issue a domestic small-cap equity manager RFP this week to replace an incumbent.

09.18.26
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International / Global / Emerging Markets
Mid-Atlantic Pension Terminates Int’l Equity Manager

The retirement system also made a private equity commitment last month.

09.18.26
People Moves
Janus Henderson Expands Global Equities Franchise

Janus Henderson Investors will soon add two senior investment members to its global equities franchise.

09.18.26
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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