The investment advisor will provide comprehensive advisory and portfolio management services for the university’s short-term and core investment pools.
The university selected a new non-discretionary investment advisor for its operating investment portfolio after launching a search earlier this year due to standard due diligence requirements.
Team members from an outsourced cio have started a new platform to capitalize on opportunities outside the U.S.
The state’s treasury office is looking for firms to provide investment advisory and performance reporting services related to several of its funds.
The university is looking to add a manager of investment accounting and performance reporting to oversee reviewing transactions, account reconciliations and financial schedules, among other responsibilities.
The wealth management business has named a new president to lead the firm’s business across a major Midwestern state due to an upcoming retirement.
The foundation added fixed-income strategies with a new investment manager within its portfolio in the first quarter.
A college savings plan based in a Southern state has added two utilities strategies as underlying funds within some of its investment options.
The college has hired a new v.p. of finance and administration to oversee fiscal and investment operations following a search from last year.
The foundation has hired an investment analyst to help oversee its portfolio and be responsible for manager coverage.