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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
Venture Firm Hires Analyst From Hospital System
The West Coast venture firm and incubator has hired a new investor, who was most recently an analyst at a Southern healthcare system.
09.16.26
AI To Augment Advisors, Enable Firms To Expand Services & Grow Investment: Study
Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.
09.16.26
Western Endowment Hires Managing Director
The endowment hired the deputy cio of responsible investing for the New York City Comptroller’s Bureau of Asset Management to serve as a managing director and help lead its portfolio strategy.
09.16.26
Southern Foundation Adds Fixed-Income Managers
The foundation added two fixed-income managers to its more than $1 billion portfolio in the last year as it ceased working with a hedge fund manager focused on global macro and fixed-income relative value strategies.
09.16.26
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.
Wealth Mgr. & Investment Advisor Acquiring Investment Consultant
The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.
09.16.26
Western Health Authority Seeks Investment Mgmt., Advisory Services
The authority is seeking one firm to provide portfolio management, asset allocation, risk management and proactive advice for its three portfolios.
09.16.26
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.
