The college has hired a new v.p. for finance to oversee its financial planning, budgeting, accounting and reporting as well as manage cash flow and investments following national search from late 2025.
The university hired an investment associate from an outsourced cio to help oversee its endowment and provide investment research and portfolio analysis.
The university and its affiliated foundation have issued an RFQ for a general investment consultant to oversee and manage their combined portfolio.
The university added an international equity strategy with an existing manager and a hedge fund credit strategy with a new manager in the first quarter.
A relatively new investment advisory firm helps investment committees at foundations and endowments find alpha-generating opportunities in climate solutions.
The university has tabbed its interim cio to take over the position permanently following a national search as its previous investment head left to lead a mid-Atlantic endowment.
The institution approved an investment with a low carbon, global equity index fund within its pension and revised the target asset allocation for its largest pool of assets.
The foundation is looking to increase its allocations to diverse asset managers and environmental sustainability and social impact strategies, including regionally focused investments, within its endowment.
The community college is searching for a firm to provide comprehensive administrative and record keeping services for its defined benefit 403(b) plan and deferred compensation 457(b) plan.
The nonprofit affiliated with a mid-Atlantic city government has issued an RFP seeking an investment consultant to develop a mission-aligned investment policy and allocate assets.