The acquisition adds $210 million in assets across nonprofit endowment and other clients to the firm, while expanding its presence in Northeast Wisconsin.
A new report finds the impact investment space has seen tremendous growth in assets allocated in public markets as the fastest-growing asset class over the last half decade was public debt.
The university hired an investment analyst this quarter to evaluate and monitor existing and potential managers, asset allocation and investment performance.
The foundation is seeking an investment manager to help source and evaluate strategies across global equities, fixed-income, credit and absolute return in a search that follows the foundation eyeing an investment manager for private markets from the first quarter.