The university is seeking firms with specialized financial and legal expertise in trust law and endowment management to conduct a comprehensive, risk-aware review of its underutilized endowments.
The investment analyst will help oversee and manage the university’s endowment as well as support the diligence, monitoring and documentation of investments across asset classes.
The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.
The foundation appointed a new cfo and treasurer to help oversee its finances and approximately $2.6 billion in assets after its previous finance head left to join a nearby real estate development, management and investment firm in the same position.
The organization revised the asset allocation for its Balanced Pooled Fund in the fourth quarter, removing its diversifying strategies allocations to increase real estate and real assets.
The authority has issued an RFQ seeking firms that provide investment accounting, investment performance and analytics and investment policy compliance software for its two portfolios totaling roughly $24 billion.