Consultant/OCIO/Discretionary

An investment director at Yale University will join a New England college as its first cio at the end of the second quarter.

The plan is seeking a firm to provide non-discretionary management services for its newly created private credit portfolio.

A university in the South has issued an RFP seeking a firm to provide discretionary investment management services for an internally managed investment portfolio.

A university based in the Great Plains region is weighing an ESG provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings at its board meeting Friday.

The plan has not put its consultant contracts out to bid in more than 12 years.

A university based in the Great Plains region has selected an investment consultant in its search for a firm to perform program review services of its retirement plans.