The wealth management firm recently hired a senior investment officer from a Southern pension system to serve as v.p. and work with clients on establishing investment guidelines and create strategic and tactical balanced portfolios to suit their needs.
The university has issued an RFP seeking firms to invest its cash reserves in low-risk liquid investment instruments after conducting a similar search in 2016.
The university also revised the scope of services in the search to include managing funds after it issues
bonded debt.
A provincial study suggests the B.C. government wants out of responsibility for the University of B.C. Endowment Lands, possibly opening the door for the community to join the City of Vancouver or become a new municipality.
The association has issued an RFP seeking an investment consultant to advise on its approximately $225 million in investments across 12 sub funds for standard due diligence purposes.
The university is searching for record keepers for its five defined contributions plans as it periodically reviews the programs and is considering consolidating to a single provider.
The organization is seeking an investment consultant to advise on matters related to its investments, including transaction structuring, underwriting and asset management.
The organization will seek firms interested in providing investment advisory services for its endowment as part of its commitment to good governance.
The firm announced several promotions spanning its teams, including managing directors on its fund investments, real assets and client solutions groups.
The principal of investments joined in March after seven years at a nearby nonprofit, where they helped grow the institution’s assets to more than $1 billion from $250 million.