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The firm recently hired two senior executives to further provide its wealth management clients with sophisticated portfolio strategies and customized wealth management solutions.
The plan made a hire at a special board meeting last month.
The endowment will consider approving a search for a new domestic large-cap growth index manager at its board meeting next week due to the incumbent firm’s placement on an energy discrimination boycott list.
The tribal nation is looking to hire an administrator and record keeper for its retirement plan as part of a due diligence review of its existing plan services.
The university is seeking a firm to provide investment management services for its retirement plans, monitor plan assets and provide general market and regulatory updates, among other responsibilities.
Amy Hill oversees the Chicago-based foundation’s approximately $408 million investment portfolio and finances. Hill took the time to answer 5 questions with FIN News.
The district last conducted a search for the services in 2018.
The firm added a former portfolio manager at a Texas pension system.
The foundation is looking for a firm to manage its investment portfolio and $62,000 cash and money market portfolio, including executing trades, providing custody of securities, collecting income and providing cash flow analysis.
The foundation issued its RFP seeking an investment consultant to provide non-discretionary services for its portfolio last week after it received submissions from 15 firms during an RFQ process from April.