Private Equity
Universities, Athletic Depts. Eye Private Equity As Solution For Increasing Financial Pressures

Higher education institutions and their athletic departments are looking to private equity to help fund new athlete revenue-sharing models and facility costs driven by mounting financial pressures from the recent House v. NCAA settlement.

08.04.26
Domestic Equity
Northeast State Plan Selects Four US Enhanced Index Mgrs.

The plan also terminated two underperforming domestic equity managers.

08.04.26
Consultant/OCIO/Discretionary
Rocky Mountain DC Plans Rehire Consultant

The plans received three proposals in response to an RFP issued in February.

08.04.26
Private Equity
New England Pension Launches Private Equity Manager Search

The retirement system is conducting the search for pacing purposes.

08.04.26
Consultant/OCIO/Discretionary
Calif. City Posts General Investment Consultant RFP

The retirement system expects to conduct finalist presentations at its January investment committee meeting.

08.04.26
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Infrastructure
Lotus Infrastructure Partners Raises $1.8B Across Latest Funds

The firm raised approximately $1.8 billion across multiple funds.

08.04.26
Multi-Asset/Investment Advisor
Texas Authority Issues Investment Advisor RFP

The authority has worked with its incumbent provider since 2008 and last rehired them following a similar search process launched in 2020.

08.04.26
In The News
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
Yale Endowment, Managing $44 Billion, Eyes Korean Stocks Amid 'Value-Up' Push

Officials from Yale University’s endowment, which manages over 65 trillion won ($44 billion) in assets, are set to visit Korea to discuss investments with domestic asset managers. As expectations for a re-rating of Korean equities grow on the back of the government’s corporate value-up initiative and expanding shareholder returns, even global university endowments are now scouting investment opportunities in the country.

Seoul Economic Daily
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