Consultant/OCIO/Discretionary
West Coast State Trust Issues RFP

A trust overseeing community and technical colleges in the State of Washington is looking for a consultant to advise on its retirement plans portfolio.

09.30.26
Industry News
Meridiam Closes North America Core Fund

Total demand for the fund exceeded $7 billion.

10.06.26
Consultant/OCIO/Discretionary
New England Pension Hires Maiden Investment Consultant

The plan’s executive director also resigned last month.

10.06.26
Administrator/Record Keeper
Southern Plan Concludes Bundled Provider Search

The plan retained three bundled providers at last week’s board meeting.

10.06.26
People Moves
Avance Appoints Senior Partner

The hire strengthens the firm’s industrial services focus.

10.06.26
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Multi-Asset/Investment Advisor
Gulf Coast Port Authority Rehires Investment Advisor

The authority last rehired its incumbent in 2021.

10.06.26
Asset Study/Review
Northeast Pension Approves Asset Allocation Tweaks

The plan adopted a new target asset allocation that makes minor adjustments to its current policy at today’s board meeting.

10.06.26
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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