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Multi-Asset/Investment Advisor
Canadian Institute Issues Investment Advisory RFP
The institute is seeking firms to provide investment management and consulting services for its more than $140 million in assets across endowment and non-endowment portfolios.
09.23.26
West Coast Plan Hires Additional Associate Investment Officer
The plan has now added three associate investment officers.
09.25.26
Wash. County DC Seeking Plan Administration Services
The deferred compensation plans currently work with Empower and Nationwide Retirement Solutions.
09.25.26
UPDATE: New England Plan Issues Real Estate RFP
The retirement system is seeking open-end core real estate managers to handle up to $40 million.
09.25.26
Calif. County 457 Taps New Mid-Cap Growth Mgr.
The deferred compensation plan also placed its domestic small-cap value equity manager on watch yesterday.
09.25.26
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.
AllianceBernstein Appoints Next CEO
The firm’s president will assume the ceo role in April.
09.25.26
Southwest Plan Discloses Redemptions, Commitments
The retirement association recently made two redemptions for performance reasons.
09.25.26
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.
