The investment consulting firm has launched its sixth annual Endowment and Foundation Survey to help nonprofit leaders understand what other institutions are doing in the space and why.
The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.
The university has issued an RFP seeking an investment consultant for its retirement plans as it recognizes the importance of reviewing its processes for selecting and monitoring record keepers and investment options.
As UMass backs out of a commitment to consider divestment, an investigation reveals its endowment has millions indirectly invested in defense contractors and other entities targeted by student activists.
Gerry Watson has worked at the Rockefeller Brothers Fund for nearly 30 years, and is responsible for the oversight of its approximately $1.3 billion endowment, accounting, technology and operations functions as well as the Rockefeller Family Fund, the David Rockefeller Fund and several of the fund’s affiliates.
The racial makeup of senior management at investment consulting firms dropped by almost 10%, an “alarming change” in a segment of the market that has an outsized impact on what asset managers are chosen by institutional allocators, according to a new report.
The university has elected six new members to its board of trustees, including four with investment experience, to help guide its educational mission and fiscal policies.
The firm hired a chief investment strategist to provide macroeconomic and investing commentary, thought leadership and market analysis.
The fund has entered a strategic partnership with a global quantitative equity manager, which will see them collaborate to develop cutting-edge investment products and foster innovation to better understand evolving investor needs.
The foundation has hired an investment analyst to wrap up its search for an analyst focused on its public equities portfolio.