Selected firm will serve as a discretionary investment manager as well as help update the investment policy and monitor fund holdings.
The fund approved a new strategic asset allocation to continue to move its assets toward an endowment style portfolio with private markets investment exposure.
The university’s managing director for real assets retired on July 1 after more than 18 years at the institution.
The college hired an investment officer from a nearby institution to help oversee and manage its endowment following a search from late 2021.
The university is reviewing the investment policy and asset allocations for its short- and long-term pools as well as its foundation alongside its general investment consultant.
The school is searching for a cfo as its finance head left to join a family office earlier this year.
The company has created a new investment-related platform.
The company opened a new office in a southern state to help serve the investment and planning needs of clients.
Fund will invest in a select portfolio of 20 to 40 primarily mid-cap companies.
Foundation’s board is led by an assistant v.p. of risk and analytics at CarMax and includes a v.p. of investments and private client advisor with J.P. Morgan.
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