Tag: Foundations

Regulation May 13, 2025

House GOP Tax Plan Targets Private University Endowments, Private Foundations

The bill proposes increasing tax rates for private institutions with large endowments and private foundations with substantial assets.

Asset Allocation April 9, 2025

Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts

Universities with large allocations to private markets are borrowing in the bond market to address funding issues, as private equity capital calls can compete with research funding for liquidity.

Opinion January 24, 2025

Our Story: Sharpening The Russell Family Foundation’s Philanthropic Tools to Help Drive Transparent Climate Action

CEO Kathleen Simpson explains the philanthropic organization’s method of adopting transparency and accountability.

Newsmakers November 27, 2024

Sargent McGowan Named CIO for Endowments and Foundations at Brown Advisory

McGowan was previously managing director and acting CIO of UVIMCO.

Newsmakers September 26, 2024

Will Maslovsky Appointed CIO of Alfred P. Sloan Foundation

Effective September 18, Maslovsky succeeded Elizabeth Hewitt, who stepped down one day earlier.

Newsmakers September 5, 2024

Broad Foundation Appoints Greg Outcalt as CIO

He succeeds Katharine Krieger as investment chief of the $2 billion foundation.

Pensions August 8, 2024

Institutional Asset Owners Returned 1.1% in Q2

Markets slowed in the period, according to the Northern Trust Universe tracking system.

Newsmakers July 18, 2024

Nomination Deadline Extended for 2024 CIO Industry Innovation Awards

Submit nominations by Aug. 21 for asset owners, asset managers and service providers that are changing the industry for the better.

Newsmakers July 16, 2024

Kresge Foundation Seeking Investment Director

The Troy, Michigan-based foundation manages $4 billion in assets.

Asset Allocation May 3, 2024

Defined Benefit Plans Returned 4.47% in the First Quarter

Strong equities boosted returns for asset owners in the first quarter of 2024. 

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.

Newsmakers February 22, 2024

Katharine Krieger Appointed CIO of J. Paul Getty Trust

Krieger, CIO at the Broad Foundation, will replace James Williams, who is retiring.  

November 29, 2023

Rockefeller Foundation Pledges to Go Net Zero by 2050

The $6 billion endowment will be the largest to pursue a net-zero target.

Newsmakers October 4, 2023

2023 Asset Owner Industry Innovation Award Finalists Announced

On December 5, CIO will recognize the allocators driving change and enhancing performance in institutional investing.

Asset Allocation July 18, 2023

Fidelity, Brookfield Partner to Offer Private Canadian Real Estate Exposure

The alts manager will invest in a new portfolio of real estate assets in Canada.