The outsourced cio has appointed its managing director and global head of client development as president and chief client officer and added internal and external members to its board.
The organization has launched a free publicly available RFP questionnaire template for foundations and endowments looking to conduct a search for an investment advisor.
The outsourced cio provider has promoted its co-founder to managing partner to lead the organization, while also promoting a partner to deputy cio and head of investments to deputy managing partner.
The firm named its managing director for originations as head of responsible investment strategy last month to oversee ESG integration throughout its investment process and define its responsible investment strategy and initiatives.