Industry News
Wealth Advisory Firm Acquires Consultant

A wealth and investment advisory firm has agreed to acquire an investment consultancy firm to expand its West Coast client base.

04.22.26
Industry News
Insurance Company Launches Endowment For Foundation

The company announced the establishment of a sizeable endowment for its foundation, which will be handled by the company’s asset management arm.

04.22.26
People Moves
Outsourced CIO Adds Senior Principal To Lead VC Investing

The outsourced cio added a managing director at a prominent investment consulting firm to serve as a senior principal and lead its venture capital investing, including heading venture investment research.

04.22.26
Alternatives
Southern Education System Adds PE, RE & Pvt. Debt Funds

The fund added commitments to private equity, real estate and private debt funds with existing managers within its portfolio in the second half of 2025.

04.22.26
Large-Cap
Midwest College Savings Adds Large-Cap Growth Investment Option

The 529 college savings plan added a mega-cap growth equity strategy as an underlying fund to replace a large-cap growth fund in an effort to move to a lower-cost passive strategy.

04.22.26
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Equity
Southern Institution Adds Public Equity Manager To Endowment, Liquidity Pools

The system approved removing a diversifying strategies investment and adding a public equity investment with a new manager within its endowment and liquidity pools this month.

04.22.26
People Moves
Outsourced CIO Adds Head Of Operations

The firm has hired a head of operations, reporting and data to lead investment and fund operations, portfolio reporting, data and analytics.

04.22.26
In The News
President’s Annual “State of the University” Letter 2026: From Growth to Focus

Princeton needs to transition from growth to focus because long-term rates of return are steadily declining across university endowments. This decline has been hard to see because returns have been volatile. In other words, returns have not been a steady 8 percent or 10 percent; instead, they have been all over the map.

Princeton University
Utah endowment’s OCIO contract raises conflict of interest concerns

Cynosure Capital Management, its new outsourced chief investment officer, is founded by members of one of the state’s richest families.

Pitchbook
Commonfund Releases 2025 HEPI Report

Data from the annual Higher Education Price Index® (HEPI) show that inflation for U.S. colleges and universities rose 3.6 percent in fiscal year 2025, surpassing the 3.4 percent inflation reported in fiscal year 2024.

Commonfund
Yale expects layoffs as leaders brace for $300M in endowment taxes

The Ivy League institution’s tax bill starting next year will be higher than what it spends on student aid, university officials said.

Higher Ed Dive
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