A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.
A Northeastern educational authority has issued an RFP seeking trustee services, including investment of money, related to the sale of revenue refunding bonds for a state college.
A university in the Northeast is searching for an investment analyst to assist with all qualitative and quantitative functions related to the management of its endowment.
An outsourced cio has hired a director on its impact investment team to incorporate impact considerations into portfolio construction and integrate impact into how the firm communicates, supports and engages with clients.
A university in Canada approved a new benchmark allocation for its endowment in the 2021 fiscal year, significantly increasing its allocation to global equity.
A university in New England approved a private equity commitment within its endowment at the recommendation of its new investment consultant last month.
The library approved a new target allocation that increased allocations to safe haven assets in fixed-income, reduced its global asset allocation target in favor of strategic equity and fixed-income allocations and balanced its regional exposure in equities to better align with the MSCI ACWI.