Tag: college

Newsmakers April 30, 2021

How the Soros Connection Has Small Bard College Aiming for the $1 Billion Endowment Club

The famed financier has a special Holocaust-related bond with the school’s president. Result: Now there’s a shift from the old method that barely kept the junk-rated institution afloat.

Asset Management Culture April 6, 2021

Bard Is Driving Toward a $1 Billion Endowment with Soros Donation

The college must match the philanthropist’s $500 million donation within five years, and it’s already halfway there.

Asset Management Culture March 8, 2021

Colby College Appoints Deborah Shufrin New CIO

The allocator was DCIO at Brandeis University for the past decade.

February 11, 2021

Tufts University to End Direct Investments into Coal and Tar Sands

The school will also invest up to $25 million with climate impact funds.

Asset Allocation December 22, 2020

Endowments Should Hold on to Value Assets, NEPC Says

Growth assets and strong manager selection have helped endowments outperform this year.

Asset Management Culture December 18, 2020

Why Smith College Is Moving Its Endowment In-House

The $2 billion fund, now in the market for its first CIO, decided it’s big enough to shift asset management internally.

Asset Management Culture October 28, 2020

University Endowments Urged to Hold on to Private Commitments

For allocators, keeping a long-term investment horizon in the face of immediate challenges is key, NEPC says.

Asset Allocation August 5, 2020

Study: Endowments Have Underperformed Passive Portfolios for 58 Years

New research finds a 60/40 passive benchmark has outperformed the average endowment over nearly six decades.

July 17, 2020

Should Universities Spend More From Their Endowments?

It’s the first question during a crisis. Given unprecedented disruption, some schools are starting to increase payouts from their troves.

Alternatives July 14, 2020

Student Housing Investment Remains Uncertain, S&P Says

Some pension funds and other institutions have taken big positions in the segment.

Asset Management Culture June 11, 2020

Harvard Says It’s Not Planning Layoffs, But Offers Early Retirement Packages

Other cost-saving proposals at endowment champ: voluntarily reduce vacation time or work hours.

Risk May 26, 2020

Georgetown University Student Demands Tuition Refund for COVID Losses

The school has reaped ‘millions of dollars’ in tuition fees after switching to online classes, despite boasting a $1.8 billion endowment, suit says.

Corporate Moves May 19, 2020

Texas A&M Foundation Taps Michael Pia for CIO

The former Texas TRS managing director will oversee the roughly $1.9 billion university endowment.

Coronavirus - COVID-19 May 14, 2020

After Turning Down Stimulus, Northwestern Taps Endowment

The university will draw from its investments, furlough employees, and cut retirement contributions.

Asset Management Culture April 27, 2020

Too Rich to Need It? Top Colleges Back Away from US Virus Money

Harvard, Penn, Yale act after Trump administration says subsidies should go to less wealthy institutions.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.