The county has issued an RFP seeking firms to provide discretionary investment management, custodial coordination and trust advisory services for its new reserve and trust fund.
The university approved three financing agreements with startup companies recently launched from the institution’s ecosystem at its October board meeting.
Prime Buchholz Principal and Director of Consulting Steve Nelson recently left the firm to join investment consulting firm Marsh Investments and Retirement as its U.S. endowment and foundation segment leader to wrap up a search from earlier this year.
The foundation recently hired a senior investment associate to source, execute and manage investments.
The foundation is shifting its investment strategy to a mission and values-aligned approach as part of its hiring of an outsourced cio to manage its public and private markets investment portfolio.
The foundation is seeking a director of investments to lead investment oversight and strategy, donor investment consultation, external investment partner management and impact investing across its investment platform.
The outsourced cio has hired a managing director to lead its public equity investment program as its current head is set to leave the firm after nearly three decades of service.
The institution will consider investments with startup companies recently launched from its ecosystem through its accelerator fund at its board meeting this month.
The foundation is seeking a manager of investment operations to oversee investment transactions, documentation, reporting processes, compliance activities and data management systems.
The corporation is seeking a consultant to advise on investment policy, fund selection and monitoring, fee benchmarking, participant education and compliance support for its 401k plan.