A university on the West Coast updated the strategic asset allocation for an endowment pool as part of changes to the investment policy statement last week.
A university based in a Southern state is searching for a treasurer to oversee its financial accounting, cash management, reporting, procurement services, fiscal policy and compliance duties, among other treasury functions.
An organization based on the West Coast has hired a new investment consultant to oversee its portfolio following an invitation-only RFP from last year.
Hire will manage team of private wealth advisors serving the needs of high-net worth individuals, nonprofit organizations and others throughout Norther California, Oregon and Washington.