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
People Moves
Texas Pension Bolsters Investment Staff

The retirement system added a credit director to its investment team.

08.05.25
People Moves
Lane42 Bolsters Senior Leadership With Two Appts.

The firm’s newest partners previously held roles with Centerbridge Partners and Santander.

08.05.25
Core-Plus
Chicago Pension Hires Core-Plus Bond Mgr.

The retirement fund’s investment committee also restructured its domestic equity portfolio to help meet impending sustainability goals.

08.05.25
Alternatives
Midwest Pension Adds PE, Real Assets Commitments

The plan totaled nearly $690 million in commitments across its private equity and real assets portfolios last week.

08.05.25
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Consultant/OCIO/Discretionary
Midwest 457 Plan Launches Investment Advisor, Record Keeper RFPs

The city has issued RFPs seeking investment advisory and record keeping services for its $57.6 million 457 plan.

08.05.25
Hedge Funds
Northeast Pension Approves RFP For Hedge Fund, Credit Advisor

The retirement board also hired a new private equity advisor at its investment committee meeting today.

08.05.25
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.

The Atlanta Journal-Constitution
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.

Family Wealth Report
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.

Columbia Spectator
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.

Albuquerque Journal
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