The firm appointed a co-cio to guide portfolio construction, manager selection and the firm’s overarching investment strategy and asset allocation as part of its leadership transition.
Pearce is a managing director in Cambridge Associates’ endowment and foundation practice, tasked with conducting manager due diligence and developing investment strategies for clients with mission-related, ESG or impact investment objectives. He took the time to answer five questions with FIN News.
The plan has issued an RFP seeking discretionary investment advisory and management services for a portion of the county’s 3.7 billion investment pool as it could benefit “from more active portfolio management.”
The firm is seeking a U.S. endowment and foundation segment leader to shape is strategic direction and expand its presence among mission-driven institutional investors.
The university will search for an investment manager to handle its portfolio after it approved a new investment policy transitioning portfolio management to an external firm from state-managed funds.