Corporate Moves
Brown Advisory to Acquire Marylebone Partners in International Push
The acquisition of the London-based investment manager will allow Brown to offer endowment-style investments to global clients.
Tag: Foundations
Regulation
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
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
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
Sargent McGowan Named CIO for Endowments and Foundations at Brown Advisory
McGowan was previously managing director and acting CIO of UVIMCO.
Newsmakers
Will Maslovsky Appointed CIO of Alfred P. Sloan Foundation
Effective September 18, Maslovsky succeeded Elizabeth Hewitt, who stepped down one day earlier.
Newsmakers
Broad Foundation Appoints Greg Outcalt as CIO
He succeeds Katharine Krieger as investment chief of the $2 billion foundation.
Pensions
Institutional Asset Owners Returned 1.1% in Q2
Markets slowed in the period, according to the Northern Trust Universe tracking system.
Newsmakers
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
Kresge Foundation Seeking Investment Director
The Troy, Michigan-based foundation manages $4 billion in assets.
Asset Allocation
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.
Opinion
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
Katharine Krieger Appointed CIO of J. Paul Getty Trust
Krieger, CIO at the Broad Foundation, will replace James Williams, who is retiring.
Rockefeller Foundation Pledges to Go Net Zero by 2050
The $6 billion endowment will be the largest to pursue a net-zero target.
Newsmakers
2023 Asset Owner Industry Innovation Award Finalists Announced
On December 5, CIO will recognize the allocators driving change and enhancing performance in institutional investing.