Faith-based investments offer an untapped opportunity for advisors to better understand the needs of investors, where one registered investment adviser’s new research finds a mismatch in the awareness and usage of the strategies.
The chief operating and financial officer will retire later this year after more than two decades of service, including helping the organization achieve values-alignment with more than 80% of its endowment.
The foundation approved appointing its chief administrative officer as its next ceo as its current head will retire on June 30 after more than three decades leading the organization.
The foundation added an investment associate from a nearby foundation in September to maintain an up-to-date potential manager pipeline and analyze investment opportunities.