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Students and university trustees differ on understandings of what endowments represent, but integration of ESG strategies could reconcile them.

The duo helps clients with retirement, insurance, tax and estate planning.

Plan added a multi-asset strategy because of its long-term track record and two small-cap equity strategies to replace existing funds due to outperformance prospects.

Manager of investment operations and reporting will carry out all investment policies and manage adherence to foundation policies.

Domestic small-cap value equity manager was added to watch due to recent changes to the management structure of the strategy.

An education system in the South approved a private equity commitment with a new manager and a real estate credit commitment with an existing manager last month following a recommendation from its general investment consultant.