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
People Moves
Arc Capital Partners Taps Capital Formation Head

The newly created position will lead institutional fundraising, investor relations and capital markets strategy.

09.24.26
Multi-Asset/Investment Advisor
Southeast Town Hires Investment Advisor

The town hired a firm to provide investment advisory services for its operating and capital funds portfolio this month.

09.24.26
People Moves
Natixis Names U.S. Distribution Head 

The new head of U.S. distribution has been with the firm for 23 years.

09.24.26
Consultant/OCIO/Discretionary
Northeast Authority Rehires Investment Consultant

The authority rehired its general investment consultant this summer after issuing an RFP in February.

09.24.26
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Consultant/OCIO/Discretionary
Northwest Pension Issues Real Estate Consultant RFP

The current consultant will see its contract expire next June.

09.24.26
People Moves
Midwest Pension Seeking Investment Officer

The investment officer will assist Executive Director and CIO Jon Salstrom in managing the retirement system’s portfolio.

09.24.26
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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