A state agency of a Mid-Atlantic state will issue an RFP for a firm to provide investment advisory and management services as early as tomorrow as its incumbent does not offer the investment options the board seeks.
A foundation in the Mid-Atlantic region will divest its endowment from existing fossil fuel interests while refraining from future fossil fuel investments.
A new outsourced cio firm has launched in the growing discretionary and non-discretionary advisor space to serve foundation and endowment, institutional retirement plan and wealthy family clients.