The university elected two alumni to join its board of trustees, which serves as custodian for its investment portfolio and administers the invested funds.
The investment consultant added an analyst to help conduct investment manager due diligence, perform asset allocation studies and monitor portfolio performance.
The university has hired a cfo to handle all fiscal matters and initiate strategies to enhance its investment management decisions and activities.
The firm is seeking a mission aligned investment consultant to provide investment management and advisory services for its portfolio of cash and investments.
The program hired a firm to provide administration, record keeping and responsive customer service for its portfolio after launching a search in late 2024.
The university is seeking a firm to provide investment advisory services for its endowment and public funds as well as advisory services related to capital project financing.
The college will close at the end of the 2026 fall semester and its endowment will be used in compliance with its regulatory duties and to maintain operations during wind-down.
The firm recently closed its oversubscribed second strategy with nearly $100 million in capital commitments.
The firm hired a head of institutional, West coast to oversee all aspects of tis engagement with institutional asset owners in the region and drive new growth opportunities.
The Foundation of Greater Montréal appointed Jason Taylor as its first-ever cio in March. Taylor took the time to answer 5 Questions with FIN News, plus one extra.