Consultant/OCIO/Discretionary
Southern Nonprofit Corporation Seeks Consultant For 401k Plan

The corporation is seeking a consultant to advise on investment policy, fund selection and monitoring, fee benchmarking, participant education and compliance support for its 401k plan.

10.14.26
Alternatives
Midwest University Considering Investments Through Accelerator Fund

The institution will consider investments with startup companies recently launched from its ecosystem through its accelerator fund at its board meeting this month.

10.14.26
MRI/Social Investments
Midwest Foundation Targets Additional Impact Investments

A foundation in the Midwest is looking to grow its impact investments portfolio by 25% starting next year.

10.14.26
Alternatives
Texas Pension To Assign Some Private Markets Discretion To Staff

The pension system also discussed a potential private equity pacing plan that calls for $80 million to $90 million per year to reach its 11% target.

10.14.26
Consultant/OCIO/Discretionary
Calif. Pension Plan Slates PE Consultant RFP

The retirement association expects to approve a recommendation next year.

10.14.26
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People Moves
Northeast Foundation Eyes Investment Ops Mgr.

The foundation is seeking a manager of investment operations to oversee investment transactions, documentation, reporting processes, compliance activities and data management systems.

10.14.26
People Moves
Midwest RIA Adds MD, Partner

An RIA based in the Midwest has hired a managing director and partner for its private markets team from an alternative investment management and advisory firm.

10.14.26
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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