The position will handle the recording of all investment transactions, along with monthly reconciliation reports and monthly and quarterly valuations that support performance reporting.
A foundation based in the Midwest has selected a new investment consultant after conducting a search.
The consultant will oversee the university’s operating funds portfolio, including ongoing review and reporting of existing manager performance, assistance with the search and selection of new managers and cash flow analysis.
The investment advisor will guide management of the fund, provide ongoing monitoring of existing investments and assist with the reviewing its investment policy.
The university revised the asset allocation for its long-term investment pool, increasing its allocation to domestic and private equity, as part of a new investment policy statement approved at its September board meeting.
The firm has hired an executive director to oversee the strategic direction of its initiative that honors firms and individuals with exemplary investment results and industry leadership.
The investment advisor will provide comprehensive advisory and portfolio management services for the university’s short-term and core investment pools.
The university selected a new non-discretionary investment advisor for its operating investment portfolio after launching a search earlier this year due to standard due diligence requirements.
Team members from an outsourced cio have started a new platform to capitalize on opportunities outside the U.S.
The state’s treasury office is looking for firms to provide investment advisory and performance reporting services related to several of its funds.