Industry News
Marsh Acquires Wilshire

Marsh is acquiring Wilshire in a major acquisition that expands Marsh’s offering to institutional investors across public and corporate retirement plans, endowments and foundations.

11.10.26
MRI/Social Investments
Social Finance, Prominent Foundations Team Up On Journalism Impact Fund

Two large foundations have provided anchor investments in a new local journalism fund managed by a social impact registered investment advisory firm.

11.10.26
Consultant/OCIO/Discretionary
Southern System Wraps Up Consultant Search For Retirement Plans

The institution approved hiring a firm to provide investment consulting and monitoring services for its retirement and deferred compensation plans following a search from this summer.

11.10.26
People Moves
New England College Eyes Investment Analyst

The role will assist with investment analysis as well as due diligence of current and prospective investment managers.

11.10.26
MRI/Social Investments
UNCF Expands Investment Education To HBCUs Through Partnership W/ Investment Advisor

The mid-Atlantic fund has partnered with an institutional investment advisor and outsourced cio to expand educational access to professional investment reporting and analytics to Historically Black college and university students.

11.10.26
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People Moves
Southern Fund Seeks Senior Analysts

The fund is searching for senior investment analysts focused on absolute return strategies, equities, public credit, private credit and co-investments.

11.10.26
Asset Study/Review
West Coast College Creates Maiden Real Assets Allocation

The maiden allocation to real assets as part of broad asset allocation changes.

11.10.26
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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