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People Moves
Mid-Atlantic University Names Interim CIO, Launches Search
The university has promoted a director in its investment team to serve as interim cio as it conducts a search to fill the role on a permanent basis.
08.01.25
International Paper Names Deputy CIO
The company’s pension plan named a successor in response to a vacancy.
08.01.25
Midwest Pension Taps EME Ex-China Managers
The fund narrowed a search for emerging markets large-cap ex-China equity managers to two finalists at the end of the second quarter.
08.01.25
Invesco Real Estate Adds Global Strategy Head
The new head of global strategy has joined the firm from CBRE Investment Management.
08.01.25
WisdomTree To Acquire Ceres Partners
The deal represents WisdomTree’s entry into private markets.
08.01.25
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Verus Private Markets Director Retires
A director of private markets at the investment consulting firm is retiring after finishing second place at last month’s World Series of Poker main event.
08.01.25
Calif. Pension Eyes Int’l Equity Mgr. Termination
The plan will receive a recommendation to terminate an international equity manager due to underperformance.
08.01.25
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.