The new guidelines are part of broader recommendations from an investment group focused on climate change to help asset owners to build a ‘net-zero’ portfolio.
A university foundation based in a Western state has issued an RFP seeking an investment advisor as it finds an external firm can provide the expertise necessary to generate the best investment return with the least amount of risk given the market complexity.
A community college based in the West has issued an RFP seeking an investment advisor to invest a sizeable portion of an unrestricted philanthropic gift from last year.
A Western 529 plan has made several enhancements to one of its college savings plan, including new investment portfolios, enrollment year portfolios, ESG portfolio options as well as a multi-manager approach.