Friday, April 24th, 2026 ⁠A topical newsletter from CIO Issues Facing Endowments Higher tax bills, a growing need for liquidity and federal funding could change how endowments invest for the institutions they serve. SPONSORED AD Asset Allocation Need for Tax Optimization, Liquidity Could Change ‘Endowment Model’ Higher tax bills may change the risk/return profile for a variety of asset classes that have long been favored by endowments and foundations. Regulation How Endowments and Foundations Can Deal With Federal Regulation Changes Consultants and attorneys explain how these institutions can prepare for new standards. Alternatives Large Endowments Hold Steady With Private Market Allocations Despite emerging headwinds for higher-education institutions, these long-term investors are staying true to what they know. Opinion How to Responsibly Address AI in Your Portfolio The Intentional Endowments Network reviews what endowments and foundations need to know about artificial intelligence.   Investment Team Structure Smaller Staff, Fewer Resources Continue Driving OCIO Adoption Among Smaller Endowments Moving to an outsourced CIO model has become a necessity for many small teams. Asset Allocation Strong Governance Frameworks Key to Keeping Endowments on Track Clarity and deliberate process are needed to determine how and why certain investments might be excluded or divested and how outcomes are measured. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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