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The plan will receive the real estate recommendation at its board meeting next week and the private equity recommendation in late March.
The town has issued an RFP seeking an advisor for its short-term and medium-term investment portfolio.
The plan may look at long/short hedge fund opportunities due to performance concerns with its incumbent long/short manager.
The university hired a new cfo earlier this month after its previous finance head left to join a nearby community foundation at the beginning of the year.
The firm has named a co-cio and head of institutional services as its ceo and president, respectively, as its president and ceo is set to retire at the end of the year and become board chair.
The foundation hired a new cfo at the beginning of the year to succeed its previous finance head, who retired after 22 years of service.
An investment management firm has launched a new ESG-related screen for its funds.
The university recently adopted a formal ESG-related investment policy where the institution takes social and environmental considerations into account in the administration of its investments.
The church and its affiliated investment manager have paid settlements to close a matter regarding disclosure failures and misstated filings with the Securities and Exchange Commission.
The plan has issued its RFP seeking investment consulting services due to the impending April 16 contract expiration of its incumbent consultant, which is allowed to rebid.