The university has experienced staff departures within its investment office in recent months, including its managing director of private equity and an associate portfolio manager for inflation sensitive and diversifying assets.
The foundation is searching for a firm to design and implement a comprehensive impact-investing strategy for its investment portfolio, including designing allocation models, targets or benchmarks across asset classes around the themes of health, education and the environment.
The healthcare system is searching for an investment manager to source and conduct due diligence on prospective managers, analyze existing managers, asset allocation or market trends and support the general structuring of the portfolio.
The college has issued an RFP seeking firms to provide plan administration, investment and trust services for its retirement plans totaling roughly $183 million in assets.
The role will monitor existing portfolio managers, provide due diligence of prospective managers, research investment industry trends and model benchmarks for performance, risk and liquidity.
The university is currently determining the search process for its executive v.p. and cfo position as its current finance head is leaving to join a prominent New England university.