New investment and audit committee members will provide counsel on the strategic direction of the endowment, including identifying ways to help its investments achieve positive social and environmental impact.
Custodian will hold assets, verify data and provide ongoing trainings as the organization looks to transition three separately held investment accounts into the custody of a selected firm.
An endowment in the West retained its investment consultant to oversee its portfolio last week following the issuance of an RFP due to the incumbent firm’s impending contract expiration.