Institutions looking into the discretionary investment management should focus on whether outsourced cios are independent, objective and have the necessary market experience.
The university is searching for a cio and hopes to complete the search around the end of the year as its current investment head will continue in the role until their successor is selected and transitions into the role.
The firm added a principal and consultant this month to provide investment strategy and financial planning services primarily for its foundation, endowment, nonprofit and family office clients.