Trends
HBCUs Leading With Intentionality, Student Development

HBCUs have done the work of developing and producing leaders in the financial services and investment sectors in the face of funding cuts and other institutional barriers.

03.05.26
Industry News
Easterly Asset Mgmt. To Acquire Olstein Capital

Olstein mutual funds will reorganize into Easterly’s fund complex under the agreement.

03.10.26
Consultant/OCIO/Discretionary
Southwest State Pension Begins Consultant Search

The plan is seeking private equity, private real estate, private credit, public markets and compliance reporting consulting services.

03.10.26
People Moves
West Coast Pension Names Deputy CIO

The plan added the role as its cio is set to retire later this year.

03.10.26
People Moves
OceanSound Hires Capital Markets Principal

The new principal will lead the firm’s capital markets and leveraged finance activities.

03.10.26
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Consultant/OCIO/Discretionary
California Pension Launches Consultant RFP

The plan had been slated to issue its RFP for general investment consulting services this week.

03.10.26
Industry News
Midwest Pension To Divest From Iran

The retirement system will divest its remaining $20 million in holdings with companies doing business in Iran.

03.09.26
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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