The new investor responsibility framework was developed to guide the company’s investment approach and align with broader sustainability and social responsibility objectives of its founding institution.
A college in the South has issued an RFP seeking an investment advisor for its investment portfolio, which ranges in size depending on the amount of outstanding debt service, following a search from 2018.
The foundation’s previous investment director focused on private markets was promoted to managing director in the fall as part of investment office succession plans.
Search is for a firm to provide investment management and record keeping services for retirement plans due to the upcoming contract expiration of its current providers.
A 529 plan based in the Southwest has hired an investment manager and program manager for its advisor-sold plan following a search from last year as its incumbent provider was acquired in 2020 and declined to extend its contract last year.
A community college based in Illinois has selected an investment advisor following a search from last year as it sought one firm to handle all its investment services.