The selected firm will provide administration, record keeping, communication, education, investment management and custodial trustee services for the plans.
A report reminds managers, outsourced cios and solutions providers that communication is key as “clients want to know their asset manager is thinking of them and is on the job.”
The fund has hired a senior investment officer focused on private credit to help its team identify and evaluate potential investment opportunities as well as develop due diligence plans for potential investments.
Cross-border trade between Mexico and the U.S. and inflows of copper-related products stand to continue despite tariff volatility, opening up opportunities for investors.
The university is seeking a firm to provide non-discretionary investment consulting services for its portfolio likely due to the impending contract expiration of its incumbent provider, which was first hired following a search process from 2018.
As cio at the San Francisco-based Parnassus, focused on sustainability-related investments, Ahlsten leads portfolio management for the Parnassus Core Equity fund and Parnassus Core Select ETF strategies. He took the time to answer five questions with FIN News.