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People Moves
Northeast University Names CIO
A university based in the Northeast region has named a new cio to succeed an incumbent set to retire at the end of third quarter.
08.04.25
Calif. Pension Discloses Alts. Commitments
The retirement fund has disclosed $215 million in recent alternatives commitments.
08.04.25
Southeast City Concludes Investment Advisor Search
The city issued an RFP in April seeking services for its two investment portfolios.
08.04.25
Rocky Mountain Program Extends Consultant Contract
The program has opted to extend its general investment consultant contract rather than issue an RFP.
08.04.25
West Coast Plan Eyes Maiden Infrastructure Target
The plan will consider adding a dedicated target to the asset class this week.
08.04.25
FIN Searches combines our in-depth coverage with a directory component.
FINsearches is the most powerful and complete sales and marketing tool available for the institutional asset management industry for defined benefit plans, nonprofits and consultants.
King Street Hires Managing Director
The managing director has joined the firm from Brookfield.
08.04.25
Lazard Adds Consultant Relations Head
The new hire will lead the firm’s efforts to strengthen and expand relationships with investment consultants globally.
08.04.25
In The News
Emory braces for a big tax increase on endowment after Trump bill
Emory University is anticipating a multimillion-dollar increase to its tax bill this year, which could mean less money for research and student scholarships.
EXCLUSIVE: SEI Explains Its Wealth Management Play
Just over a week ago, Pennsylvania-headquartered SEI purchased a majority stake in Stratos Wealth Holdings for $527 million. FWR asked SEI’s CEO and other senior figures about the reasons for the deal, the outlook for wealth advisory, and more.
Columbia set to avoid ‘Big Beautiful Bill’ endowment tax hike
Columbia will likely avoid the 1.4 percent endowment tax that it could have been subject to under the newly reformed endowment tax tier system introduced in President Donald Trump’s tax and spending bill.
Report: NM's higher education endowment push has delivered limited results
In an attempt to fortify New Mexico’s pipeline for nurses, teachers and social workers, state lawmakers appropriated $170 million over a recent three-year period to expand higher education faculty endowments. But some of that money has not been used as intended and delays in implementation have blunted its intended impact, according to a new legislative report released Thursday.