Tag: endowments and foundations

Alternatives June 17, 2026

Endowments’ Alts Allocations Hit Plateau

As these institutions have less room to scale up their private markets programs, they are slowing down their investments in alternative asset classes, according to a report from Morgan Stanley.

Opinion January 14, 2026

OCIO Services: A Strategic Investment Partner for Mission-Driven Organizations

Advisers from Fiducient write that the partnerships built on trust, transparency and alignment of purpose work best.

Asset Allocation August 13, 2025

Community Foundation of Herkimer and Oneida Counties Picks OCIO

Already the social impact investor’s investment consultant, Crewcial Partners will take fiduciary management over the $220 million portfolio.

Opinion August 12, 2025

A Complex Environment for Investing, Governance Raises the Appeal of Investment Outsourcing

Insights from a Fidelity Investments portfolio manager on trends shaping investment strategies of small to midsize endowments and foundations in today's complex market environment.

Regulation June 30, 2025

GOP Senators Scale Back Endowment Tax Further 

Recent amendments sheltered colleges with fewer than 3,000 tuition-paying students from facing a levy and removed the exclusion of international students from the calculation. 

Opinion October 2, 2024

It’s Time for Endowments to Lead the Finance Industry in Transparent Impact Investing

The co-founder of the Intentional Endowments Network introduces a new assessment, rating and benchmarking framework.

Opinion April 10, 2024

3 Investing Considerations for Endowments and Foundations for 2024

A Fidelity Investments portfolio manager provides a playbook for those with aggressive investment objectives to help avoid downside this year.

Market Moves May 5, 2023

Institutions Log Second Consecutive Quarter of Positive Returns

After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.

Asset Management Culture December 2, 2020

Carnegie Picks Mark Baumgartner as New CIO

The former IAS finance chief and rocket scientist was vetted by predecessor Kim Lew.

Asset Management Culture October 19, 2020

Former FEG Chief Executive Scott Harsh Takes Consulting Job at NEPC

He’s coming out of retirement to help the firm expand its presence in the Southeast and Midwest.