The university has begun the process of reviewing a resolution that would limit basing investment decisions on political and social events unrelated to the university in response to campus pressure to divest from companies involved with the Hamas-Israel armed conflict.
The tribe promoted the analyst to director to help monitor exiting investments, conduct due diligence on new investment opportunities and participate in investment research and analysis.
The organization has selected a new investment advisor to manage its non-restricted pool following an invitation-only search conducted earlier this year for standard due diligence purposes.
The university has initiated a search for a firm to provide active discretionary management services for its portfolio for standard due diligence purposes.
Daniel Schmitz joined University Hospitals in the newly created role of v.p. and cio in April. He took the time to answer five questions with FIN News.
The university has incorporated an investment policy prohibiting proxy votes based on ESG-like considerations and slightly adjusted a hedge fund portfolio after completing an asset allocation study.
The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.
The foundation has promoted its coo as it next ceo as its head is set to retire at the end of the year following nearly seven years of service.
The association is searching for a consultant to conduct a review of its trust fund service providers as a best practice to provide continuous improvement of the operation of the fund.
The university has named a new executive v.p. and cfo after its finance head retired on May 31 after more than 25 years of service.