Trends

Announcements
Vermont College Merges With College In Boston
11.07.19

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

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Emerging/Diverse Managers
NACUBO Responds To Congress’ Call For Increased Endowment Mgmt. Diversity
10.24.19

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.

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Industry News
E&Fs Maintaining Investment Exposure To China Amid Challenges
10.23.19

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

Trends
MLP Pipeline Drying Up: The Rise And Demise Of Master Limited Partnerships
10.22.19

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.

Surveys/Studies
Declining Fees Give Way To Value For Investors: Study
10.07.19

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.

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Discretionary/Outsourced CIO
Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market
09.05.19

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.

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Industry News
Student Loan Interest Considered Part Of Investment Income For University Endowments Facing Excise Tax
07.11.19

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.

Trends
Outsourced CIOs Eye Alternatives
06.12.19
U.S. outsourced cio providers are increasingly looking for alternative investments to diversify
Trends
Request For Proposals: Best Practices & Technologies That Can Help
06.12.19

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.

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Industry News Trends
Rallying Equity Markets Indicate Late-Cycle Environment For U.S. Economy: NEPC
05.02.19
Investment consultant NEPC has noticed enough key indicators to believe the U.S. economy has moved
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