A college in the Southwest has issued an RFP seeking an investment advisor to provide discretionary portfolio management services for its operating and capital funds for standard due diligence purposes.
A fund in the Great Plains region is in the process of divesting its portfolio’s exposure to Russian securities, which are primarily held within its international equity and absolute return portfolios.
A university in the Midwest will look to divest its exposure to Russian investments within its long-term portfolio, while pledging to make no further investments in the invading country.
A university in the South is searching for investment manager for private investments, associate investment manager for private investments and an investment associate to assist in the oversight and management of its endowment.
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 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.
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.
A 529 plan based in the Southwest has hired an investment manager and program manager for its advisor-sold plan following a search from last year as its incumbent provider was acquired in 2020 and declined to extend its contract last year.