Newsmakers
Brown University Promotes Endowment Investment Leaders as CIO Departs
Two senior members of the university’s investment team will move up to lead the office next year.
News Archive: Sep - 2026
Newsmakers
Texas Teachers CIO Jase Auby to Retire Next Year
The 17-year veteran of the $225 billion pension fund will step down on January 31, 2027.
Regulation
Public Comments on SEC E-Delivery Rule Highlight Cost Savings, Investor Preference as Benefits
The American Securities Association and SIFMA were among industry groups submitting feedback by Monday’s deadline.
Newsmakers
Northwestern Medicine Appoints New CIO
Harisha Koneru Haigh moves over from Northwestern University’s investment office.
Pensions
Valor Equity Partners Distributes $8.5B in SpaceX Equity to LPs
The venture capital firm, an early investor in the aerospace company, is its second-largest shareholder behind Elon Musk.
Asset Allocation
AIMCo Posts 7.2% H1 Return as Portfolio Shifts Toward Canadian Energy, U.S. Tech
Assets of the Alberta Investment Management Corp. reached C$210.7 billion, with big moves in Cenovus, Enbridge, Nvidia and American index ETFs.
Newsmakers
Mellon Foundation Promotes Deputy to CIO Post
Abigail Kahn Archibald succeeds Scott Taylor as the investment chief of the $7.8 billion fund.
Regulation
SEC Proposal to Move Proxy Oversight to States Comes Under Industry Scrutiny
According to the Securities and Exchange Commission, Rule 14a-8 exceeds the SEC’s authority, but opponents said the SEC’s proposal takes a ‘sledgehammer’ to shareholder proposals.
Pensions
Returns Drive Small August Boost in Corporate Pension Funded Status
Last month’s equity market performance more than offset a slight drop in interest rates.
Newsmakers
Cambridge Associates Marks European Expansion With Milan Office, Senior Appointments
Raphael Heynold and Riccardo Pianeti will lead client growth and engagement in the region.
Newsmakers
State Street Global CIO to Retire
Lori Heinel will step down next year after 12 years at the firm.
Regulation
Digital Asset Bill Stalls in Senate After Failed Cloture Vote
What was supposed to provide crypto-friendly rules for investors and businesses has so far failed to make it to a full Senate vote.
Market Moves
Bond Yields Rise Ahead of FOMC Meeting
Ten-year Treasury yields hit their highest level since 2007 amidst inflation concerns, rising oil prices and the potential for higher rates.
Corporate Moves
Creative Planning Acquires RVK
The acquired firm has more than 200 institutional clients, including public retirement plans, endowments and foundations.
Research
How Asset Manager Priorities Are Shifting
Firms are increasingly focusing on their core product offerings, according to a survey from Northern Trust, with more than 28% reporting their firm plans to reduce its product set.