A Western foundation has postponed its search for a discretionary investment advisor in light of the emergence and spread of COVID-19.
A Southern trust fund formally added two new asset classes to its investment policy statement in the fourth quarter.
A Canadian college selected a firm to provide investment management services for its endowment funds in the fourth quarter.
A West Coast city has issued an investment consultant RFP.
A Rocky Mountain-based authority has initiated a search for investment advisory services.
A Southern city has launched an RFP for investment management services.
A Midwestern pension plan has issued an RFP seeking trustee services.
Northeast pension plans have delayed their investment advisor search due to the coronavirus crisis.
A West Coast city hired a new investment advisor for its operating fund.
A Western foundation transitioned to a fully aligned investment portfolio this year after hiring a new investment advisor last year.