The foundation retained its investment advisor after issuing an RFP last year that yielded 20 proposals.
The institution has issued an RFP searching for a firm to serve as a discretionary advisor and direct the investment, sale and reinvestment of all assets under management.
The head of alternatives for U.S. wealth will work with the sales teams to identify and pursue business opportunities with wealth advisors in the intermediary distribution channel.
The firm hired a president of retirement to oversee the business segment as well as advance its long-term strategy.
The firm appointed a co-cio to guide portfolio construction, manager selection and the firm’s overarching investment strategy and asset allocation as part of its leadership transition.
The plan has issued an RFP seeking discretionary investment advisory and management services for a portion of the county’s 3.7 billion investment pool as it could benefit “from more active portfolio management.”
The firm is seeking a U.S. endowment and foundation segment leader to shape is strategic direction and expand its presence among mission-driven institutional investors.
The firm appointed a managing director and senior analyst to lead its investment activities across the U.K. and Europe from its London office.
The authority has issued an RFP seeking investment advisors to oversee and manage its operating and other post-employment benefit trust funds.
The investment operations analyst will assist with cash management, reconciliation, manager support and data management.