Vermont College Merges With College In Boston

A liberal-arts college in Vermont will merge with a small Boston college.

Read Full Story
Emerging/Diverse Managers
NACUBO Responds To Congress’ Call For Increased Endowment Mgmt. Diversity

The National Association of College and University Business Officers (NACUBO) “is keenly focused on the importance of diversity in asset management positions, as well as diversity in the business officer profession as a whole,” according to a letter from President and CEO Susan Whealler Johnston in response to a letter from six members of Congress that requested the association take a closer look at diversity in endowment management.

Read Full Story
Industry News
E&Fs Maintaining Investment Exposure To China Amid Challenges

The majority of endowments and foundations with investment exposure to China have no plans to change that exposure.

MLP Pipeline Drying Up: The Rise And Demise Of Master Limited Partnerships

Pension plans are beginning to dump Master Limited Partnerships (MLPs) after losing patience with an asset class that largely has not lived up to expectations.

Declining Fees Give Way To Value For Investors: Study

Declining investment management fees across certain asset classes provides one way for investors to obtain better value for their money, according to a study from bfinance.

Read Full Story
Discretionary/Outsourced CIO
Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market

Mark Titzer joined Dominican University as its v.p. for finance in May 2017 with an extensive to-do list from financial strategy and budgeting to rebidding all of its contracts and services. As more pressing day-to-day tasks and operational matters came across his desk, the task of rebidding contracts seemed to be falling down the pecking order like the stock market after an interest rate hike.

Read Full Story
Industry News
Student Loan Interest Considered Part Of Investment Income For University Endowments Facing Excise Tax

Approximately 40 institutions will be affected by last year’s approved excise tax on net investment income of private colleges and universities, according to proposed regulations from the Internal Revenue Service.

Outsourced CIOs Eye Alternatives
U.S. outsourced cio providers are increasingly looking for alternative investments to diversify
Request For Proposals: Best Practices & Technologies That Can Help

RFPs are a key aspect of asset management firms’ business development and marketing and a successful approach to proposals requires organization and a sufficient allocation of time and resources.

Read Full Story
Industry News Trends
Rallying Equity Markets Indicate Late-Cycle Environment For U.S. Economy: NEPC
Investment consultant NEPC has noticed enough key indicators to believe the U.S. economy has moved
Read Full Story