An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.
A college in the mid-Atlantic region has issued an RFP seeking an investment consultant to provide investment advisory and management services in a nondiscretionary capacity for a short duration portfolio.
Three new investments were added to the foundation’s endowment as part of its gender and racial equity lens initiative to invest 25% of its portfolio with firms majority-owned by women and/or people of color.