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The firm recently hired a head of investments and senior director of client consulting as part of the next phase of growth following a management buyout.
The investment advisory firm, which serves foundation and endowment clients, has agreed to acquire a New England-based advisor with $1.5 billion in assets.
The foundation has issued an RFP seeking an investment consultant for its endowment and operating accounts.
The selected consultant will run a review of and RFP for plan provider services.
While there has not been any increase in the representation of female portfolio managers at asset management firms, some female-led portfolios saw significant institutional inflows during 2022.
The plan increased its floating rate debt and real estate targets to 20% each in the third quarter.
The plan will look to fill allocations to private equity, global infrastructure and real estate.
The plan is considering rehiring its general investment consultant and selecting a new consultant for its real estate and real assets portfolios.
The plan committed to a new private equity manager last week.
The senior v.p. joined in 2020 to bring fixed-income expertise to the firm.