The firm recently hired a head of investments and senior director of client consulting as part of the next phase of growth following a management buyout.
The investment advisory firm, which serves foundation and endowment clients, has agreed to acquire a New England-based advisor with $1.5 billion in assets.
The agency has issued an RFQ seeking investment managers to launch a $50 million venture capital fund targeting startups in a Midwestern state.
The university has moved to an outsourced cio model from its traditional non-discretionary investment consultant model to improve nimbleness and reduce risk.
A university based in New England approved new allocation targets for two of its portfolios.
The foundation is looking to add more private equity, real assets, special situation and impact-focused investments this year.
The firm hired a v.p. to provide consulting services to nonprofits and other investors.
A new survey showed that many nonprofit investors expect to increase their allocations to alternative assets this year for diversification benefits and to increase portfolio performance.
The institution hired two domestic small-cap equity managers and added two venture capital commitments with existing managers at a meeting late last week.
The foundation is searching for a director of investments to help oversee its portfolio and develop and improve its diversity, equity and inclusion investment strategies.