Endowment Tax Increase Will Have ‘Significant Impact’ on Yale Finances
The tax, which will balloon to 8%, will be an ‘ongoing expense of approximately $300 million per year,’ according to the university’s provost.
Asset Allocation
New York Pension Earmarks More Than $1B, Continues to Shun Public Equities
The New York State Common Retirement Fund has now gone nine of the past 11 months without allocating a dollar to public equities.
MIT Endowment Returns 14.8% in Fiscal 2025
Assets managed by the Massachusetts Institute of Technology Investment Management Co. rose to $27.4 billion.
Stanford’s Merged Pool Returns 14.3% in Fiscal 2025
The balance in the institution’s primary investment vehicle, which includes endowment assets, rose to $47.7 billion in assets under management.
Family Offices Pivot Toward Wealth Preservation Amid Global Instability
A KPMG/Agreus survey found that family offices are focusing on shielding assets from market volatility by moving away from cash.
Operational Alpha Can Provide a Crucial ‘Competitive Advantage’
More efficient data management and use of machine learning can help investors better prepare for scenarios that include continued market volatility.
Adopting AI, While Still a Challenge, Could Transform Risk Management
Asset managers should consider how artificial intelligence brings value before integrating the software.
How Useful Is AI in Institutional Investing Right Now?
Artificial intelligence can make a major contribution by interpreting data, but it will not generate alpha on its own; human analysts remain better with ‘intangible’ information.
University of Pennsylvania Endowment Returned 12.2% in Fiscal 2025
The fund’s assets grew to $24.8 billion at the end of June.
Review Finds Impact Investing, Fossil Fuel Divestment Do Not Harm Returns
The Rockefeller Brothers Fund beat its primary benchmark while growing climate focus and ESG integration, consultant TIIP found.
How Timberland, Agriculture Can Fit Into Asset Owner Portfolios
Timber, farmland and other renewable resource investments provide steady returns, diversification and capital preservation.
Infrastructure Ranks as OMERS’ Top Performer in H1
The Canadian pension fund returned 2.2% during the first half of 2025 to raise its asset value to C$140.7 billion.
Connecticut Governor Preps State Pension Investment in WNBA Team
Ned Lamont wants to keep the Connecticut Sun in the state, proposing the state’s retirement fund to take a stake in the team.
New York State Pension Continues to Pare Back Public Equities Assets
The $284 billion fund has not allocated to the asset class in eight of the past 10 months and recently cashed out of $2.1 billion in equities.