Most of the reporting from major institutional investors analyzed by strategic communications firm Luminous ‘still has room for improvement’ in sustainability, ethnic & gender diversity and addressing climate-change impacts.
The foundation is searching for an investment manager for its portfolio as its polices require an open search process for the services every six years.
The treasurer’s office is searching for an investment consultant to oversee its 529 program, analyze performance of its direct- and advisor-sold plans and provide an assessment of the risk/reward tradeoff of each investment option from an asset allocation, investment structure and fee perspective.