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
Pacific Northwest Foundation Promotes Finance Director To CFO

The foundation’s current finance head is set to retire at the end of the year after a decade of service.

09.23.26
Industry News
Texas Pension Launches Executive Director Search

The retirement system’s deputy director has been handling the role since last quarter.

09.23.26
People Moves
Investment Consultant Adds Director To Research Team

The firm has hired an investment director focused on venture capital and growth equity for its investment research team.

09.23.26
People Moves
Southern Health System PE Head Leaves To Launch Secondaries Firm

The former head of private markets launched a firm focused on helping institutional investors execute secondary investments.

09.23.26
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Infrastructure
Great Plains Board Considering Infrastructure Commitment

The board will hear a recommendation from staff and its investment consultant to approve a co-invest commitment to an infrastructure fund-of-one with an existing manager within its portfolio.

09.23.26
Private Equity
Southeast State Pension Makes PE Commitments

The commitments to three firms totaled $180 million.

09.23.26
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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