A 529 plan based in the West Coast approved replacing a strategy within its diversified fixed-income portfolio due to organizational issues at the firm at its November board meeting, according to a live webcast.
A college based in the Mid-Atlantic region is shedding its private exposures to fossil fuel holdings within its endowment over the next 12 to 24 months.
The foundation is searching for a senior manager of foundation finance and operations to oversee its assets, including its more than $20 million investment portfolio.