An investment advisor in the mid-Atlantic region has launched a new outsourced cio business unit that offers offers research and educational content, investment construct and due diligence services and investment modeling and rebalancing.
New v.p. for finance and operations oversees foundation’s finance and accounting functions, fund management and investment support following a search from last year.
Investment analyst will focus on public equity investments, including preparing research on portfolio companies and asset allocation and performing quantitative analysis, financial modeling and qualitative due diligence.
Upcoming bill discourages private colleges and universities with endowments of over $1 billion from investing in entities that have been deemed an unacceptable national security risk.
Firm will focus on infrastructure verticals of data and technology, industrial and environmental, decarbonization and energy transition targeting equity investments of $20 million to $80 million.