International / Global / Emerging Markets
West Coast Pension Seeking Emerging Markets Growth Equity Mgr.

The new manager will handle a mandate of up to $250 million.

10.08.26
Large-Cap
Western DC Plan Adds Int’l Large-Cap Value Option

The plan approved adding a new international large-cap value equity manager to its lineup last month.

10.09.26
Multi-Asset/Investment Advisor
West Coast District Slates Investment Mgr. Advisor Rehire

The district is looking to retain its incumbent firm to provide investment management and advisory services for its roughly $88.6 million investment portfolio.

10.09.26
Multi-Asset/Investment Advisor
Western School District Eyes Investment Mgmt. Hire

The school district will look to make a hire for the services for its $3 billion portfolio later this month.

10.09.26
Alternatives
Southern Pension Makes Credit, Activist Commitments

The retirement system made $60 million in total commitments at a board meeting this week.

10.08.26
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Consultant/OCIO/Discretionary
Northeast Pension Retains Investment Advisor

The plan launched a search last year ahead of its incumbent’s contract expiration.

10.08.26
Multi-Asset/Investment Advisor
Southeast County Hires Investment Manager

The firm will provide services for approximately $1.5 billion in short-term operating and reserve funds.

10.08.26
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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