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.