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
Private Equity
Stride Consumer Partners Closes Fund II

Fund II was oversubscribed with $550 million in capital commitments.

09.30.26
People Moves
Southern University Investment Manager Departs For Venture Fund

An investment manager focused on private market investments at a Southern University recently left to join a venture capital firm as partner.

09.30.26
Real Estate
Windy City Pension Makes Non-Core Real Estate Commitments

The fund also terminated a domestic small- to mid-cap value equity manager at its August investment committee meeting.

09.30.26
People Moves
Midwest Foundation Seeks Investment Analyst

The foundation is searching for an analyst for fixed-income and alpha strategies to assist with portfolio management decisions, strategy monitoring, sourcing and due diligence on new investments.

09.30.26
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People Moves
Western Health System Adds Three Investment Staffers, Including Director

The system has added at least three members to its investment team in recent months to help oversee its pension, operating, endowment and corporate portfolios.

09.30.26
MRI/Social Investments
Western Foundation Establishes Endowment To Support HBCUs

The foundation established a new endowment to support core institutional needs at historically Black colleges and universities, including infrastructure, technology and institutional capacity.

09.30.26
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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