Daily Feed
Plan is seeking both general investment consulting and private markets consulting services in an invitation-only search slated to begin next week.
The plans rehired their incumbent consultant following a search conducted last year.
He has been an investor in and senior advisor to the firm for the past six years.
Institutional investor engagement in sustainable and impact investing has experienced 80% growth since 2018, new research finds.
The foundation has issued an RFP seeking a consultant to serve as a partial discretionary advisor to its investment and finance committee and advise on investment policy, asset allocation and investment management.
The foundation hired a senior investment operations associate to work closely with its investment and accounting teams to administer its various investment programs following a search from last year.
The organization has launched a free publicly available RFP questionnaire template for foundations and endowments looking to conduct a search for an investment advisor.
The education system will consider revisions to the target asset allocation for its portfolio as part of changes to its investment policy statement at a special meeting today.
The outsourced cio provider has promoted its co-founder to managing partner to lead the organization, while also promoting a partner to deputy cio and head of investments to deputy managing partner.
The institution will come back with a recommendation on how to redeploy the assets from recently terminated public equity and hedge fund managers at a future meeting.