Daily Feed
The consulting firm has agreed to absorb a wealth management and investment advisory firm with more than $3 billion in assets.
The city has issued an RFP seeking investment advisors to manage its endowment on a discretionary basis.
The deputy cio recently left the trust to become cio at a college in a Southern state after the trust’s ceo and cio left this summer to form their own investment advisory firm.
The university selected its incumbent consultant to oversee and manage its operating funds after issuing an RFP last year for standard due diligence because of the firm’s impending contract expiration.
The university is seeking investment analysts to help oversee it endowment for Spring and Summer 2027 as well as Summer 2028.
The college has promoted a senior investment analyst to investment officer to help manage its endowment.
The county has issued an RFP seeking firms to provide discretionary investment management, custodial coordination and trust advisory services for its new reserve and trust fund.
The university hired a new private equity buyout fund and made re-up commitments to private equity growth and natural resources funds within its endowment during the first quarter.
The university-affiliated foundation is seeking a senior investment analyst and an investment analyst to help oversee and manage its endowment.
The university approved three financing agreements with startup companies recently launched from the institution’s ecosystem at its October board meeting.
