RFI for non-discretionary investment advisory services will result in an RFP process this summer as the organization’s bylaws require a search for the services to be conducted every five years.
The foundation has selected a new investment consultant to oversee its portfolio following a search from late 2021 and will recommend the firm to its board of trustees next month.
An investment advisor in the mid-Atlantic region has launched a new outsourced cio business unit that offers offers research and educational content, investment construct and due diligence services and investment modeling and rebalancing.
New discretionary investment consulting hire follows a search from last year to reevaluate the foundation’s priorities after receiving a “transformational” gift.