The plan s seeking firms interested in serving as a non-discretionary investment consultant in one or any combination of capacities across private markets.
Artificial intelligence is being deployed increasingly by wealth management firms to enhance advisor productivity while growing advisor headcount, new research reveals.
The organization is seeking a retirement program consultant to provide it with services related to reviewing and recommending a nonprofit employer retirement plan for approximately 80 employees.
The endowment hired the deputy cio of responsible investing for the New York City Comptroller’s Bureau of Asset Management to serve as a managing director and help lead its portfolio strategy.
The foundation added two fixed-income managers to its more than $1 billion portfolio in the last year as it ceased working with a hedge fund manager focused on global macro and fixed-income relative value strategies.
The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.