The university added a real estate commitment with an existing manager and fully liquidated a high-yield fixed-income strategy after a decade in the endowment.
The sovereign wealth fund has initiated its search for a cio to oversee and manage its portfolio after its investment head left this summer to join a Southwestern defined benefit plan as cio.
The treasurer’s office is searching for an investment consultant to oversee its 529 program, analyze performance of its direct- and advisor-sold plans and provide an assessment of the risk/reward tradeoff of each investment option from an asset allocation, investment structure and fee perspective.
The association hired a firm to assist in implementing its racial justice investing plan following a search with its investment committee dividing the process into two phases with the first focused on training and evaluation and the second focused on investment consulting, which will require a future search.
The fund is searching for a non-discretionary investment consultant to assist in overseeing its investment management function, developing the investment policy and strengthening the board’s knowledge, skill and investment oversight responsibilities.
The university approved adding a passive domestic large-cap value strategy to provide a more balanced approach to its equity portfolio and its first private debt manager as it looks to build out its allocation to the asset class.
The foundation added an associate investment director of asset allocation and risk and a director of risk and operations, while promoting another team member to deal analyst.